Insurance analysis form is a pre-developed format which contains lineation related to various insurance appraisal purposes targeting a particular group of people. This multipurpose form has to be built in a professional approach, yet with cordiality, so that it could essentially serve as a record and can also be referred to in case of any future need. Hence, such kind of a form document is needed to be designed specifically and with a succinct approach so that it becomes easy for incorporating the required details.

Sample Insurance Analysis Form

INSURANCE ANALYSIS DOCUMENT

Insurance analysis document number _____

Date of issuing the insurance analysis: _____________

Insurance analysis conducted by: __________________

Address __________________

Insurance analysis targeted at: ________________

Contact details______________


Total annual amount of investment on insurance __________________ [Provide an approximate estimate]

Objective/ purpose of the particular insurance analysis: ___________________________

Please provide correct input on various insurance policies:

Type of Insurance Policies Name of the insurance policy company Coverage Amount

 

Annual Premium given Starting year of the coverage
         
         
         
         
         

Satisfaction rate related to every insurance policy: ___________________

Mention kinds of improvement, if any, required on any of the existing insurance policy: ______________

Most preferred type of insurance: [Tick your choices from the options given underneath]

  • Life Insurance
  • Health Insurance
  • Home Insurance
  • Vehicle Insurance
  • Builder’s risk insurance
  • Income protection Insurance
  • Travel Insurance
  • Mutual Insurance
  • Natural Calamity (Flood or Earthquake) Insurance
  • Wage Insurance
  • Liability Insurance
  • Others , Please specify the name _______________

FOR ANALYSIS AUTHORITY USE ONLY:

Analysis Conclusion Deduced: ____________________


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