Insurance
Insurance Coverage Analyzer
$9.99
One-time purchase · Instant download · Both formats included
What's Included
5+ Worksheet Tabs
Working Formulas & Logic
Sample Data Pre-loaded
Instructions Tab
Excel (.xlsx) Format
Google Sheets Format
Overview
Client-facing coverage analysis tool for insurance agents. Compare multi-carrier quotes, analyze deductible scenarios, and identify coverage gaps across all lines.
Worksheets Included (5)
Coverage Summary
Premium Comparison
Deductible Analysis
Coverage Checklist
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
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