Insurance Plan & Provider Tracker
From the Playbooks for Life Series by Avolv
FREE Tracker
Insert your name and email to download your copy.
No more digging through emails and drawers for your insurance details. This Insurance Plan & Provider Tracker centrally captures your latest insurance plans and the providers who care for you, so everything is easy to find when you need it, including...
(1) Insurance Company & Point of Contact
(2) Plan Information & Coverage Dates
(3) Payment Details (Premiums, Deductibles, Coinsurance, Copays, Out-of-Pocket Max)
(4) Information Storage (Insurance Cards, EOBs, HSA/FSA Accounts)
(5) Provider Tracker (Specialists, Network Status, Care Costs)
What's Included:
- Insurance Plan & Provider Tracker Template (Excel)
- Completed Example Tracker (Excel)
The Result: Every plan, policy, and provider documented in one secure place, with automatic coverage and cost calculations to help you plan your care budget.
Pro Tip: Update it every year right after Open Enrollment, and duplicate the tabs (or save a second file) to track coverage for each of your dependents.
Perfect For:
- Students (High School, College, Higher Education Programs)
- New Graduates & Working Professionals
- Parents with Rising Adults
- Homeschool Parents & Educators
- Teachers (High School, Higher Education, After School Programs)
- School Administrators
- School Counselors
- Organization Administrators (HR Leaders, Benefits Coordinators, Educational Program Leaders, Nonprofit Administrators)
- Chief Home Officers (If you run your household - bet you didn't know you had such a powerful title!)
