How to create an Insurance tracker and manage Insurance policies efficiently using Excel 

Thank you very much for this tutorial!!! I got my license as an insurance advisor in 2020. This is a great tool i can use to service my clients! Thank you.

Followed all steps as per your instruction and it turned out to be amazing. Thank You once again. Just one suggestion there are many months that are missing which do not have any payments so these months are not reflected in the table. As a result the table does not look like a calendar. A calendar look will help more in visualizing the data. Please guide for the same. Thank You. Really love your work. Keep posting amazing organizers/trackers. Thank You.

This is brilliant! Thank you so much for such a clear and detailed online tutorial. So useful as well.

Buddy your talent is way above others in excel. How can we manage halfyearly or quarterly premiums, where it calculates automatically the next due date

Amazing. This is what I was looking for. Excellent idea and design. Thank You.

template?

thank you for this video! it's not exactly what i'm looking for, but it's always nice to learn new excel shortcuts! :D *edit* this may help me with what i'm trying to do after all!

Sir can we use these type for LIC agents for managing customers policy?

Also can we get the data in particular year (say 2020) calendar format.

how to downlaod this file?

How to keep track of insurance if it has monthly or semi annual premium date?