Insurance Policy Records Template
Click to open the GDrive ling below to get a sample template to maintain all policy records. https://docs.google.com/spreadsheets/d/e/2PACX-1vRUTlsPk4OBKGpjhmUgCh1PxqPLx3kK4iEiptm-9Dbf20wogC_mdUOcBAbNot69td7DOcGVAcLVzjrF/pubhtml Mail on sourabhchat@gmail.com for any queries or comments and feedback. Every earning member of a family should maintain this Insurance Policy Records file and email it to near and dear ones. Also my suggestion is keep a printout of the file in atleast 2-3 secure places like a locker or safe and let your close ones know about it. According to some stats it seems crores of amounts are lying unclaimed because the Insured person never let anyone know what all he had invested in to take care of the family's expenses in his absence. Hence I have been making an attempt to streamline all the critical information related to the insurance policies a person must maintain and educate his loved ones on the details and when and how to claim them through which agen