PolicyFolio

As your rental portfolio grows, insurance gets harder to track. This simple spreadsheet keeps all your policy details in one place—so nothing gets missed.

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Pro tip: Upload your policy into an AI tool to quickly pull coverage limits, deductibles, and key details.

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How to use this spreadsheet:

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  • Centralize all property insurance details and store them in a shared cloud folder with your property manager/ partners
  • Use it to compare quotes, coverage, and carriers when shopping for insurance
  • Track renewals, policy changes, and key coverages for when claims arise
Get the Form
Steadily insured house with a car parked out front
This tool is for organizational and educational purposes only and does not replace professional insurance advice.

Download the Tracker

Tell us a bit about yourself to download the file.

Click here to download the Coverage Tracker
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