- Type
- Health
- Monthly premium
- Not set
- Renewal date
- Not set
- Coverage summary
- Not set
- Status
- Not set
- Notes
- Not set
TemplatesSpending & habits · Insurance review
Insurance review
When you gather all your insurance policies in one place and review overlapping or missing coverage and premium costs with your family
What's inside · Table 3 · Checklist 3
Preview · a new document starts like this
Insurance review
- Review date
- Not set
- Next review
- Not set
- Assignee
- Not set
- Total monthly premiums
- Not set
Fill in the list of your policies and answer the review questions.
Our policies
One line per policy. Don't add policy numbers or personal information.
Our policies
| Insurance | Type | Monthly premium | Renewal date | Coverage summary | Status | Notes |
|---|---|---|---|---|---|---|
| Health insurance | Health | Not set | Not set | Not set | Not set | Not set |
| Home insurance | Home | Not set | Not set | Not set | Not set | Not set |
| Car insurance | Car | Not set | Not set | Not set | Not set | Not set |
- Type
- Home
- Monthly premium
- Not set
- Renewal date
- Not set
- Coverage summary
- Not set
- Status
- Not set
- Notes
- Not set
- Type
- Car
- Monthly premium
- Not set
- Renewal date
- Not set
- Coverage summary
- Not set
- Status
- Not set
- Notes
- Not set
Review questions
| Questions | Answer | CheckCheckbox |
|---|---|---|
| Is any coverage overlapping? | Empty | Unchecked |
| Is any coverage missing? | Empty | Unchecked |
| Are the premiums affordable? | Empty | Unchecked |
| Are the beneficiaries and details up to date? | Empty | Unchecked |
- Questions
- Is any coverage overlapping?
- Answer
- Empty
- Check
- Unchecked
- Questions
- Is any coverage missing?
- Answer
- Empty
- Check
- Unchecked
- Questions
- Are the premiums affordable?
- Answer
- Empty
- Check
- Unchecked
- Questions
- Are the beneficiaries and details up to date?
- Answer
- Empty
- Check
- Unchecked
To do
| To do | Due dateDate | DoneCheckbox |
|---|---|---|
| Ask about consolidating overlapping coverage | Empty | Unchecked |
| Compare terms before renewal | Empty | Unchecked |
- To do
- Ask about consolidating overlapping coverage
- Due date
- Empty
- Done
- Unchecked
- To do
- Compare terms before renewal
- Due date
- Empty
- Done
- Unchecked
This is sensitive information. Check the sharing settings so only family can see it.
☐
Listed all our policies.
☐
Answered the review questions.
☐
Set a due date for each to-do.