Products/Insurance Coverage Analyzer

Insurance

Insurance Coverage Analyzer

Name: Insurance Coverage Analyzer
Brand: Fennec Press
Price: 9.99 USD
Availability: InStock

$9.99

One-time purchase · Instant download · Both formats included

Works with

Microsoft ExcelGoogle SheetsMac + WindowsiPad + ChromebookNo subscription required

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This template is included in these bundles. Get more templates and save:

Insurance Professional Suite

2 templates included

$19.99

$34.98

-43%

All Spreadsheets Bundle

91 templates included

$79.99

$1927.09

-96%

What's Included

6 tabs, formulas pre-wired

Sample data plus a blank version

Conditional formatting and dropdowns set up

Works in Excel and Google Sheets

Overview

Client-facing coverage analysis tool for insurance agents. Compare multi-carrier quotes, analyze deductible scenarios, and identify coverage gaps across all lines.

Know your numbers without building the workbook from scratch. 6 tabs with all client policies in one view with gaps highlighted and multi-carrier quote comparison with auto-highlight already calculating, covering Settings, Coverage Summary, Coverage Checklist, Premium Comparison and 2 more.

Designed for insurance agents and insurance brokers. Conditional formatting flags what needs attention; data validation stops the usual data-entry nonsense before it starts.

Worksheets Included (6)

Settings

Coverage Summary

Coverage Checklist

Premium Comparison

Deductible Analysis

Instructions

Key Features

All client policies in one view with gaps highlighted
Multi-carrier quote comparison with auto-highlight
Annual cost scenarios at different deductible levels
Coverage checklist across auto, home, umbrella, life, disability, and flood

Ideal For

Insurance agents
Insurance brokers
Benefits consultants
Risk advisors

Common Questions

Does this work in Excel AND Google Sheets?

Yes. Every spreadsheet ships in two formats: a native .xlsx file (Excel 2016+) and a Google Sheets copy you can open in your browser. Formulas, formatting, and validation work identically in both. Pick whichever your team uses.

Will the formulas break if I add my own rows?

No. Formulas use structured references and dynamic ranges where it matters, so inserting rows mid-table extends the calculations automatically. The Instructions tab in each workbook explains which rows are formula-driven vs. your input.

Is there a password on the file?

Yes. The workbook is lightly sheet-protected to prevent accidental formula overwrites. The password is included in the Setup Guide PDF that ships with every purchase. You're free to unprotect any sheet once you're in.

What if I need a refund?

30-day money-back guarantee, no questions asked. Email hello@fennecpress.com with your order number and we'll process the refund within a business day.

Can I re-download the file later?

Yes. Create a free account at fennecpress.com/account after purchase and your downloads stay accessible. A copy also lands in the confirmation email you received at checkout.

Can I use this for my business / my clients?

Yes. You own your copy outright and can customize it, share it with your team, and use it for as many internal or client-facing projects as you want. You can't resell the template itself, but any work product you create using the template is entirely yours.

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Templates are tools, not advice. Nothing here is legal, tax, financial, or professional advice. Run big decisions past a qualified professional. Full terms.