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Family Health & Insurance Tracker (Excel): Policies, Renewals, Claims & Medicines
One file for the whole family's health paperwork: every policy with its renewal date, claims from filing to settlement, doctor visits and costs, and a medicine list with refill dates.
₹149₹399Save ₹250 (63%)
Inclusive of all taxes · One-time payment · Instant download
Extra 20% off with code LAUNCH20 at checkout
Instant downloadOn screen + email
Secure paymentUPI · Cards · Net Banking
7-day helpFix or refund if faulty
Perfect for
Families managing parents' healthAnyone with several insurance policiesCaregivers
What you get2 × .xlsx (blank + sample)
Works withMicrosoft Excel · Google Sheets · WPS Office
DeliveryInstant download
LicencePersonal & own-business use
Save more in a bundleRetirement & Family Safety Kit: Retirement Planner, Nominee Organizer, Health Tracker & Schemes Guide · ₹349 · you save ₹247See →
Get everything we makeDraftstack Mega Bundle: Everything · ₹1,999 · you save ₹11,947See →
Never miss a renewal or lose track of a claim again.
What it does
- Policies: health, life, accident, vehicle and home, with days to renewal (orange within 60 days)
- Claims: claimed, approved, not paid and status
- Doctor visits & tests with costs
- Medicines as prescribed, with refill reminders for elders
- Summary: premiums per year, renewals coming up, health cover total and spend per person
What's inside
Everything you get
01
Members
Blood group and important notes
02
Policies
Renewal reminders
03
Claims
Status and amounts
04
Visits & medicines
Costs and refills
05
Summary
At a glance
Files in your download
- XLSXFamily_Health_Insurance_Tracker.xlsx250 KB
- XLSXFamily_Health_Insurance_Tracker_SAMPLE.xlsx251 KB
How to use
Start in 5 simple steps
A step-by-step guide is also included inside your download.
- 1
Add family members
With emergency notes
- 2
Add every policy
Renewal date and nominee
- 3
Log visits
And costs
- 4
List medicines
As your doctor prescribed
- 5
Check renewals
Every month
FAQ
Questions about this product
Does it give medical advice?
No. It only keeps your records. Always follow your doctor's advice.
How do I get the files after payment?
A download button appears on screen right after payment, and the link is emailed to you. You can also download again any time from My account.
Can I use it on my phone?
Yes. It works with Microsoft Excel, Google Sheets, WPS Office. Free mobile apps are enough.
What if something does not work?
Write to us within 7 days with your order number. We will fix it, send a working file, or refund you.
Our promiseEvery file is tested before launch. If something doesn't work, we fix it or refund you within 7 days. Refund policy
Complete the set
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