Multi-generational families often juggle renewal dates, add-on members, and corporate floater vs retail policies. This page is a simple tracking discipline — not a recommendation to buy or switch plans.
One table per policy
- Policy number, insurer, TPA, sum insured, and renewal month.
- Named members with date of birth as on the card (typos cause claim friction).
- Room rent or copay rules copied from the schedule of benefits PDF into your own notes (plain text).
Where to store proof
Keep premium receipts, endorsement letters, and portability acknowledgements in the same folder as medical bills for that policy year so a family member can find them during hospital admission stress.