Free Insurance for OneNote
$0.00
7 sold in last 24 hours
5,772 Downloads
Why you’ll love it
-
- See all policies and properties at a glance with a clean comparison table.
- Record premiums, sums insured, inclusions, and contacts clearly.
- Attach policy documents and claim evidence directly in OneNote.
- Set Outlook reminders so renewals never slip by.
- Free download by email — ready to use instantly on any device.
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Free Insurance for OneNote
Track every policy in one clear, private OneNote notebook. Record cover details, premiums, contacts, renewal dates, inclusions, and attach documents — for home, health, vehicle, life/TPD, keyman, and business.
What’s inside
Sections & Pages – Get Started, Insurance → House & Content, Life & TPD, Health, Vehicle, Keyman, Business.
House & Content Matrix – Side-by-side columns for multiple properties (e.g., Main Residence, Holiday House) so you can compare at a glance.
Policy Fields – Date, Expiry Date, Type (House & Content / Content Only / Mortgage Insurance), Issuer (Name, Phone, Website), Property Address, Policy No., Sum Insured, Premium (Annually).
Inclusions Checklist – Tick coverage like Storm, Fire, Flood and add custom items.
Attachments & Evidence – Drag & drop PDFs, scans, and photos (policies, receipts, assessments) directly into the page.
Notes / Special Instructions – Keep claim tips, excess details, and renewal notes right beside the policy.
Renewal Reminders – Type a date and flag with Outlook Tasks to get notified before expiry.
Reusable Layout – Copy a whole column to add another property or policy in seconds.
OneNote-Ready – Works on Windows, Mac, iOS, Android, and web — fully synced.
Instant Download – Free template delivered to your inbox.
★★★★★
Finally, every policy in one place. Renewal dates and premiums are crystal clear.
Amelia J.
★★★★★
The side-by-side property table is perfect. I can compare sums insured and inclusions instantly.
Henry P.
★★★★★
I attach the policy PDFs and claim photos right on the page — no more hunting through email.
Mila R.
★★★★★
Outlook reminders mean I never miss a renewal again.
Oscar L.
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