Rental Property Insurance Tracker | Excel + Google Sheets Policy, Quote & Renewal Organizer

When is each rental property policy due for review, and where are the records for its garages and other buildings? Organize policy details, renewal review dates, quote notes, and additional structures in a workbook for Excel or Google Sheets. Your digital download includes a 3-tab Excel workbook, a separate Google Sheets access PDF, 3 printable US Letter PDF record pages, and a Start Here guide.

Use Microsoft Excel for the .xlsx file, or a Google account for the Google Sheets copy. Software and accounts are not included. The PDF pages are printable, not fillable; workbook timing flags do not send email or calendar reminders.

WHAT YOU RECEIVE

• Excel workbook with three tabs: Policies, Quotes and Structures
• Separate Google Sheets access PDF with a link to make your own editable copy; download this PDF separately from the original ZIP
• Three printable US Letter PDF pages: Policy Record, Additional Structure Record, and Quote Review & Decision
• Start Here text guide
• ZIP bundle plus direct workbook, PDF and guide downloads POLICY RECORDS Organize up to 100 policy periods with property address, insured entity, insurer and agent contacts, policy references, start/end dates, renewal review dates, term premiums including fees, main building insured amounts, valuation wording, other structures limits, liability, deductibles, exclusions and document references. ADDITIONAL BUILDINGS Track up to 300 garage, shed or other structure records linked to the exact policy or quote. Record whether each structure is included, its itemized amount if provided, separate or shared limit wording, valuation basis, deductibles and document reference. Shared limits are not added together; no coverage totals are calculated. NEW QUOTES & DECISIONS Record up to 200 quotes linked to a policy/property record. Keep proposed term dates, premiums including fees, main building amounts, additional structures wording, liability, deductibles and exclusions visible together. Filter by policy ID to review options. Use the scope differences and questions field to record what needs clarification. Track Pending, Selected, Declined or Withdrawn decisions, with dates and reasons. WORKBOOK

FEATURES

Cream entry cells, sage formula cells, table filters, dropdowns and frozen headings. Built-in record checks flag missing details and duplicate IDs. Policy timing flags use your review date and reminder window; quote timing flags use the validity dates you enter. No email, calendar or push reminders are sent. Follow-up dates are reference fields only.

HOW TO DOWNLOAD & START 1. Download your files using the links provided after checkout and by email. 2. If you choose the ZIP bundle, unzip it and read the Start Here guide. 3. Open the workbook in Microsoft Excel, or open Insurance_Tracker_Google_Sheets_Access.pdf and follow its link to make a copy in your Google Drive. A Google account is required.

The original Start Here guide covers Excel; use the separate access PDF for Google Sheets instructions. You can also print the three PDF pages and write by hand. 4. Start with one property policy record and add its related structures or quote records as needed. Printed pages can be used without a computer.

PLEASE NOTE

Digital download only; no physical item will be shipped. Microsoft Excel is required for the .xlsx version; Google Sheets access is included separately. Your Excel file, Google Sheets copy and printed pages do not sync. Basic record-check responses were tested in Google Sheets; native desktop Excel testing was unavailable. Capacity is fixed to the supplied rows; use another copy when full.

The PDF pages are printable, not fillable, and do not link automatically to either spreadsheet version. Print at actual size on US Letter paper. Copy amounts, terms and wording from your insurer documents. Compare term dates, buildings, insured amounts, valuation basis, deductibles and exclusions before comparing premiums. Different quote scopes are not treated as equivalent.

This organizational kit does not recommend coverage, calculate savings, determine adequacy or bind insurance. Selected records a decision, not proof of coverage. Confirm terms and binding status with your insurer or agent. Cover image is a styled mockup; other images show actual template previews. Created with AI assistance and reviewed for layout and calculations.

For your own personal or internal business use. Please do not resell, redistribute or share the template files. KEYS & KEEP — practical tools for a more organized day.