Description
Review all business insurance at year-end: each policy's cover, sum insured against the current value of the assets or risk, premium and renewal date, gaps and over-insurance, claims in the year and the prepaid premium for the accounts.
- Automatic summary: Policies, Annual premiums, Under-insured policies, Prepaid premium at YE, Renewals in next 90 days
- Calculated for you: Cover %, Cover check, Renewal date, Prepaid at YE, Renewal alert
- Colour-coded status and progress highlights
- Example rows and a step-by-step "How to Use" sheet
Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.
Payment & Security
Your payment information is processed securely. We do not store credit card details nor have access to your credit card information.