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Insurances, Bonds & Warranties Register

Nothing happens on the day a policy expires, until something does.

Every policy, bond and warranty the contract requires: held, owed or expiring, chased before it lapses rather than after. A policy that expires mid-contract is uninsured work, a bond left live is money spent for nothing, and a warranty nobody collected is one nobody has.

What you get

Preview of the Insurances, Bonds & Warranties Register template
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Preview of the Insurances, Bonds & Warranties Register filled in for an example contract
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How it works

Three kinds of document, one habit

Insurances that must be in place before you start and stay in place until you leave, bonds that cost money for as long as they live, and warranties owed in both directions that are almost always collected late. Each fails quietly; the register does not.

Sixty days of warning

Red means expired, amber means expiring within sixty days, and the position line counts what is required, outstanding, expiring and expired. Checked monthly, a renewal date never arrives as news.

Who provides it, where it is held

Provider, policy or bond number, cover, the dates, the last chase and where the document actually is, so collecting on one does not start with looking for it.

An Excel template with no macros. Only the yellow cells can be edited, the Guide tab explains every step, and it prints on A4. Your contract's terms come first.

Related paid help

For the register kept and chased for you across every live contract, see the Insurance, Bond & Warranty Tracking service.