Insurance policies tracking template

We have several template around Contract Management:

• Contract Management  (MS Excel)
• Contract Manager Job description (MS Word)
• Checklist for Contract Management software (MS Excel)

but none specific to insurance policy tracking

I was challenged by a colleague some days ago to build an insurance policy management excel template.

• She: Insurance policies is such a complex topic. . You never now when to cancel, how much you pay etc… This is what I would need now
• I: well, there is my template for contract management, you can kind of use it for this purpose. Just change the file name 🙂
• Maybe people don’t realize it… And I am sure come topics are specific to insurance policies, which are not in contract management
• Having an insurance policy is like having a contract… But I get your point…

So I am currently developing such a file: “insurance policy management template in excel”.

This insurance tracker template will have comprehensive functionalities such as:

• Reminder for renewal
• Total insurance costs
• Payment schedule

and much more…

If you would like to:

• Be informed when this is released
• Give input on how it should like (and benefit from your input!)

Then register below and let me know your needs. We will take them into account.

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Philippe Coution

Philippe Coution has an engineering background and has held various senior positions in Sales, Product and Category Management in industrial environments across the world. He worked both in Sales and Procurement, both in conventional and disruptive companies, both in corporations and start-ups. For e.g. for Rubix he scaled a Business Unit with 300+ suppliers, import, product engineering and marketing from 50 Mio $ to over 150 Mio $. More recently, he has digitized departments and been working in a Start-up in the field of AI (Artificial Intelligence).

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