Insurance Coverage Analyzer
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Insurance Coverage Analyzer
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What's Included
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 spreadsheet from scratch. This 5-tab workbook gives you all client policies in one view with gaps highlighted and multi-carrier quote comparison with auto-highlight right out of the box, with formulas already doing the math.
Covers Coverage Summary, Premium Comparison, Deductible Analysis, Coverage Checklist and 1 more. Designed for insurance agents and insurance brokers. Conditional formatting highlights what needs attention. Data validation keeps entries clean.
Excel and Google Sheets formats included. Sample data pre-loaded, plus a blank version ready to go.
Live Preview
Scroll through tabs at the bottom to explore all worksheets.
Worksheets Included (5)
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
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