Notion Insurance Tracker

1 rating

Keep track of your insurance at one glance!

  • To keep all policies in one place. You can view your policy details, including coverage amounts and premium due.
  • To keep track of premium payments. An automatic payments date , receive reminders when payments are due , keep track of payment details.
  • A guide through the claims process and provide updates on the status of your claim.
  • Keep track of your insurance consultant contact , info and websites.

Why Notion?

Notion is a popular tool for digital creators because it offers a range of features that can help with organization, planning, and productivity.

  • It allows users to create customized databases, tables, and templates that can be tailored to their specific needs.
  • It enables multiple users to work together on a single project or document, making it easy to share ideas, track progress, and communicate with team members.

Notion is a versatile tool that can be adapted to suit the needs of a wide range of digital creators, from writers and designers to developers and project managers. Its flexibility, collaboration features, and integrations make it a popular choice for many people looking to streamline their workflow and improve their productivity.

If you're ready to join the millions of users who rely on Notion every day, click on my affiliate link to sign up!

This Planner includes :

  • Portfolio Table for Each Insurance Company
  • Portfolio Table consists of personal, family policy details, payment due, payment mode etc.
  • Claims Table to keep track of claims
  • Product Summary Table to fill in product details
  • Payment Method Information
  • Information and Contact details of Insurance Company & Insurance consultant


How to download the template?

Once you've made your purchase, you'll be redirected to the template. Click "Duplicate" on the top right corner to duplicate it to your Notion workspace.

Need help?

If you have any feedback or questions, you can email me @ or DM me on my twitter account : @JoyLoveDigital

If you love my content, remember give me rating & follow me on Twitter @joylovedigital for more valuable tips!

Copyright © JoyLoveDigital 2023. All rights reserved.

TERMS OF USE: For personal use only. Do not sell, share, or distribute without permission. Unauthorized use may result in legal action. Modifications allowed, but not for resale. JoyLoveDigital retains all rights.

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Notion Insurance Tracker

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