Insurance analysis template is a pre-constructed layout which contains provision for delving into the details regarding any evaluation of insurance schemes. This kind of templates are being created for a varied range of purpose ranging from measuring the offerings of an insurance scheme to which is the latest preferred insurance scheme in the market.

Sample Insurance Analysis Template

Insurance Analysis

Document number: _________ [specify the unique code of reference]

Date of issuing the insurance analysis: ________________ [specify in dd-mm-yy]

Insurance Analysis Conducted By: ___________________ [mention the name of the authority by which the particular analysis is being conducted]

Address: ______________________

Insurance Analysis Conducted For: ____________________ [mention the name of the authority for which the particular analysis is being conducted]


Address: _______________________

Type of insurances analyzed: _________ [mention, if any particular type of insurance schemes or policy is to be analyzed]

Total amount invested on insurances yearly _______________ [specify approximate amount]

Purpose: [As insurance analysis are conducted for estimating wide range of purposes; hence, it has to be portrayed essentially prior commencing evaluation of the factors.]

Parameters and Findings: [Specify the parameters, in accordance to the purpose, so that the findings can be lineated more specifically.]

  • Parameter 1 considered ______________________ [mention the name of parameter 1]

Findings related to parameter 1 _________________

  • Parameter 2 considered ______________________ [mention the name of parameter 2]

Findings related to parameter 2_________________

  • Parameter 3 considered ______________________ [mention the name of parameter 3]

Findings related to parameter 3_________________

Analysis Report: [specify a conclusion based upon the parameters that is being evaluated]


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