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Insurance Information Organizer

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The Insurance Information Organizer is a spreadsheet designed to record all of an individual's insurance related information in a single location. The insurance information is organized by insurance type, such as automotive, homeowner, business, medical, dental, and life insurance. The form allows the user to enter and save pertinent information regarding each insurance company and policy details. The user can list the coverage amount, monthly premium, and any coverage deductibles.

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  • pg 1
									INSURANCE INFORMATION ORGANIZER



                                                  AUTO INSURANCE
Auto Insurance Company Name:                           Policy #       Identification #     Group #           Coverage Type/Deductible

Auto Insurance Company Address:
Agent/Broker Name:

Contact Number:                                    Coverage Amount Monthly Premium       Effective Date           Expiration Date

Email Address:
                                               HOMEOWNER'S INSURANCE

Homeowner's Insurance Company Name:                    Policy #       Identification #     Group #           Coverage Type/Deductible

Homeowner's Insurance Company Address:
Agent/Broker Name:

Contact Number:                                    Coverage Amount Monthly Premium       Effective Date           Expiration Date

Email Address:
                                                 BUSINESS INSURANCE

Business Insurance Company Name:                       Policy #       Identification #     Group #           Coverage Type/Deductible

Business Insurance Company Address:
Agent/Broker Name:

Contact Number:                                    Coverage Amount Monthly Premium       Effective Date           Expiration Date

Email Address:
                                                 MEDICAL INSURANCE

Medical Insurance Company Name:                        Policy #       Identification #     Group #        Coverage Type/Deductible/Co-Pay

Medical Insurance Company Address:
Agent/Broker Name:

Contact Number:                                    Coverage Amount Monthly Premium       Effective Date           Expiration Date

Email Address:
                                                 DENTAL INSURANCE

Dental Insurance Company Name:                         Policy #       Identification #     Group #        Coverage Type/Deductible/Co-Pay

Dental Insurance Company Address:
Agent/Broker Name:

Contact Number:                                    Coverage Amount Monthly Premium       Effective Date           Expiration Date

Email Address:
                                                   LIFE INSURANCE

Life Insurance Company Name:                           Policy #       Identification #     Group #                  Beneficiary

Life Insurance Company Address:
Agent/Broker Name:

Contact Number:                                    Coverage Amount Monthly Premium       Effective Date           Expiration Date

Email Address:
                                                  OTHER INSURANCE

Other Insurance Company Name:                          Policy #       Identification #     Group #           Coverage Type/Deductible

Other Insurance Company Address:
Agent/Broker Name:

Contact Number:                                    Coverage Amount Monthly Premium       Effective Date      Coverage Type/Deductible

Email Address:
                                                  OTHER INSURANCE

Other Insurance Company Name:                          Policy #       Identification #     Group #           Coverage Type/Deductible

Other Insurance Company Address:
Agent/Broker Name:

Contact Number:                                    Coverage Amount Monthly Premium       Effective Date           Expiration Date

Email Address:


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