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Free downloadable template

Policy Comparison Template

Compare 2–3 insurer quotes before you bind.

Figures come from the insurer quote. This sheet does not generate premium or bind cover. InsuOrg parks 2–3 quotes on the renewal file.

Preview

Figures come from the insurer quote. This sheet does not generate premium or bind cover. InsuOrg parks 2–3 quotes on the renewal file.

Cover itemInsurer AInsurer BInsurer CWhat the client cares about
Insurer name
Quote reference / validity
Premium (₹)Not the only field
Sum insured / limit
Deductible / excess
Key exclusionsFlood, theft, member definition…
Add-ons / extensions
Waiting periods / NCBHealth / motor as applicable
Service / TPA / garage network
Recommendation to bind?Human decision — this sheet does not bind

Download

CSV opens in Excel, Google Sheets and Numbers. The .xls file is SpreadsheetML that Excel opens directly.

Save to InsuOrg

All templates · History stays in this browser.

What this tool does

Figures come from the insurer quote. This sheet does not generate premium or bind cover. InsuOrg parks 2–3 quotes on the renewal file.

Formula

Download CSV or Excel, replace the sample rows, keep the column headers if you plan to import later.

How to use it

Enter the fields, run the estimate or copy the wording, then paste into WhatsApp, email or a worksheet. This marketing site does not keep a server-side file. This browser can keep a short local history. Saving onto a policy, commission or renewal in the product requires an InsuOrg workspace.

Limitations

Figures come from the insurer quote. This sheet does not generate premium or bind cover. InsuOrg parks 2–3 quotes on the renewal file.

Related tools

Quote Comparison CalculatorLine up 2–3 insurer premiums and deductibles. Not a bind recommendation.Quote Follow-up TemplatesFirst chase, comparison, price objection and quote-expiry notes.Renewal TrackerExcel-compatible tracker for expiry, owner and follow-up date.

InsuOrg product — the workspace these tools point toward.

Questions

Is this the InsuOrg product?

No. It is a free spreadsheet starter. The workspace keeps owner and next action on the file so Excel is not the system of record.

Can I import this into InsuOrg?

The product already has Excel/CSV import for clients and policies. Map columns there. This download is the working sheet for today.

Need the desk, not only the calculator?

12-minute walkthrough: Overview → one file → My Day.

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Request 12-min walkthroughPolicy Comparison Excel Template for Insurance Brokers | InsuOrg