Free template for insurance agents
A client list template for insurance agents
Most agents start with a notebook, a phone full of contacts and a hundred chat threads. It works until the day a client asks why you didn't call about their renewal. A simple spreadsheet is the right first step, as long as it has the columns that matter to an advisor rather than a salesperson.
This template is free to download, with no sign-up. It opens in Excel, Google Sheets or Numbers. One client per row, only the name is required, and a second tab shows two clients filled in so you can see how it works.
What a good client list does
One row per person
Not one per policy. A client with three policies is still one relationship, and the list should read that way.
Dates written day first
14/03/1985, the way Singapore writes dates, so 2/1 is always 2 January and never gets swapped with February.
A notes column you actually use
What they told you that isn't a number: two kids, golfs on Saturdays, prefers WhatsApp to calls.
Nothing locked in
It's an ordinary .xlsx file. Keep it, share it with your assistant, or bring it into a CRM later without retyping.
The six columns, and what goes in each
Keep it this short. A list with thirty columns is a list nobody fills in after the first week.
- Name
- The name you'd use in a message. The only column you have to fill in.
- Birthday
- Day first: 14/03/1985. The most dependable reason to get in touch every year.
- Phone
- Any format works: 9123 4567 or +65 8111 2222.
- Optional. Plenty of clients only ever reply on WhatsApp.
- Occupation
- It shapes the conversation. A business owner and a teacher ask very different questions about cover.
- Notes
- Everything else, in plain words: family, worries, the renewal month, the next step you promised.
How AdvisorKin works
- 1
Fill in the template
Start with the clients you've met this year. Twenty rows is plenty to begin with.
- 2
Import it when you're ready
On Starter and Pro, upload the same file. The headings already match, so there's nothing to sort out.
- 3
Let the dates come to you
Birthdays and follow-ups become reminders on your Today screen, and on Telegram each morning if you connect it.
When a spreadsheet stops being enough
| Spreadsheet | Sales CRM | AdvisorKin | |
|---|---|---|---|
| Birthdays | In a column you have to remember to check | Only if you set up a reminder yourself | A reminder on the day, with a message drafted |
| After a meeting | Find the row, type into a small cell | Log an activity against a deal | Write a note in your own words, on your phone |
| On a phone | Tiny cells, easy to overwrite | A cut-down app | Built for the phone, installs to the home screen |
| Follow-ups | Nothing, unless you remember | Tasks you create by hand | A morning list of who to reach out to, and why |
| Price | Free, but all manual | Often US$25 to US$75 per user a month | Free for 10 clients, from S$15 a month after |
What it costs
- Free for up to 10 clients, with no card.
- Starter S$15 a month (S$150 a year) for up to 30 clients.
- Pro S$29 a month (S$290 a year) for unlimited clients.
- Teams of 5 to 20 advisors, S$20.83 a month each paid yearly, free for the first 14 days.
Questions advisors ask
- Is the client list template really free?
- Yes. Download it with no sign-up and no email address. Use it on its own for as long as it suits you.
- Does the template work in Google Sheets?
- Yes. In Google Sheets choose File, then Import, and upload the file. It also opens in Excel and Numbers.
- Should I keep one row per client or one per policy?
- One per client. Policies change and multiply, but the relationship is what you're keeping track of. Put policy months in the notes, or in a CRM that keeps policy dates with the client.
- When does a spreadsheet stop working for an insurance agent?
- Rarely because of size. It's that a spreadsheet can't remind you. Once a list passes a few dozen clients, birthdays and follow-ups start slipping by on the days nobody opens the file.
- Can I import this template into AdvisorKin?
- Yes, on the Starter and Pro plans. The headings are the ones AdvisorKin reads, so every column matches without any sorting. On the Free plan you add clients one at a time, up to 10.
- Is it safe to keep client details in a spreadsheet?
- It can be, with care: keep the file behind a strong password, don't email it around, and don't leave it on a shared computer. Check your company's rules on where client information may be kept.
Know an advisor who'd find this useful?
Send it to them, or to your team chat. It's free, and they don't need to sign up to read it.
More for advisors
- First Meeting Checklist
What to ask a new prospect, free and printable.
- Follow-up messages
Ready-to-send messages for birthdays, policy dates and big moments.
- For unit leaders
One plan for 5 to 20 advisors, with your own questions on every phone.
- All free guides
Everything we have written for advisors, in one place.
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