Every policy with its cover, sum insured, premium and, most importantly, its expiry and the date to start renewing. One missed renewal can undo years of premiums.

Is the insurance register free?

Yes. Download the insurance register as a ready-to-use Excel workbook, with no sign-in and no payment. It is yours to keep and edit.

What is inside the insurance register workbook?

Six sheets: a Start Here guide, the Insurance register register (Policy Type, Insurer, Policy No, Insured Entity/Asset, Start Date, Expiry Date, and more), a Dashboard that adds everything up, a Lists sheet for the dropdowns, a Settings sheet, and a Next step sheet. It opens in Excel, Google Sheets or WPS, with no macros.

Does it work in Google Sheets and on my phone?

Yes. The workbook opens in Excel, Google Sheets or WPS. There are no macros, so it works on a phone or a laptop. Keep your own copy before you share it.

Does the insurance register calculate my totals?

Yes. The money columns total automatically on the register and on the Dashboard. Statutory figures like PAYE, VAT, NSSF and SHA are deliberately not typed into the sheet. SawaAfrik computes those from the current KRA rates, each with its official source and the date it took effect, so a number is never without where it came from.

How is this different from the SawaAfrik app?

A workbook is a file you fill in yourself. Inside a free SawaAfrik workspace the same shape fills from your real records, invoices, payroll and expenses flow in once and appear everywhere, deadlines remind you before they are due, and statutory figures are computed with their source and date. The workbook is the start; the app is when you stop retyping.

SawaAfrik

Operations template

Insurance register: free Excel workbook

The insurance register is a free, multi-sheet Excel workbook for a Kenyan business: every policy, cover, premium and renewal date.

A policy lapses unnoticed, or you discover you were underinsured only after a loss.

Free download

Excel workbook, no sign-in.

Download .xlsx Or start a free workspace

What is in the workbook

Start here

What the workbook is for, how to fill it, and the colour key.

Insurance register

The register: the right columns, dropdowns, and live totals. Type in the gold cells.

Dashboard

Your numbers added up as you go, with a simple bar view.

Lists

The dropdown options, so your data stays tidy and consistent.

Settings

The reporting currency, and where figures come from.

Next step

How SawaAfrik does this automatically from your real records.

The columns it includes

Policy TypeInsurerPolicy NoInsured Entity/AssetStart DateExpiry DateSum Insured/Limit KESPremium KESBroker/ContactRenewal Action DateDocument LinkNotes

How to use it

1Download the workbook and open the "Insurance register" sheet.
2Fill one row per entry. Type only in the gold cells; the white cells and the totals work themselves out.
3Where a cell has a dropdown, pick from the list instead of typing.
4Watch the totals row and the Dashboard add up your money columns automatically.
5When you outgrow the file, bring it into SawaAfrik, where it fills from your real records and the tax figures are computed for you.

Questions

What does it track?: Every policy with its cover, sum insured, premium and, most importantly, its expiry and the date to start renewing. One missed renewal can undo years of premiums.
Is the insurance register free?: Yes. Download the insurance register as a ready-to-use Excel workbook, with no sign-in and no payment. It is yours to keep and edit.
What is inside the insurance register workbook?: Six sheets: a Start Here guide, the Insurance register register (Policy Type, Insurer, Policy No, Insured Entity/Asset, Start Date, Expiry Date, and more), a Dashboard that adds everything up, a Lists sheet for the dropdowns, a Settings sheet, and a Next step sheet. It opens in Excel, Google Sheets or WPS, with no macros.
Does it work in Google Sheets and on my phone?: Yes. The workbook opens in Excel, Google Sheets or WPS. There are no macros, so it works on a phone or a laptop. Keep your own copy before you share it.
Does the insurance register calculate my totals?: Yes. The money columns total automatically on the register and on the Dashboard. Statutory figures like PAYE, VAT, NSSF and SHA are deliberately not typed into the sheet. SawaAfrik computes those from the current KRA rates, each with its official source and the date it took effect, so a number is never without where it came from.
How is this different from the SawaAfrik app?: A workbook is a file you fill in yourself. Inside a free SawaAfrik workspace the same shape fills from your real records, invoices, payroll and expenses flow in once and appear everywhere, deadlines remind you before they are due, and statutory figures are computed with their source and date. The workbook is the start; the app is when you stop retyping.

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