Insurance Benefit Tracker | Notion Template for Easy & Organized Coverage Management
Stay on Top of Your Insurance Benefits – All in One Place 💼
The Notion Insurance Benefit Tracker helps you manage your health, vision, dental, and other benefits with ease — keeping everything organized, clear, and accessible.
⭐⭐⭐⭐⭐ Loved by people who want a simple way to understand and track their coverage.
💡 What’s Inside:
- 🗂 Organized by Category: Health, Vision, Dental, Other
- 💵 Track Yearly Limits, Usage, and Remaining Balance
- 🗓 Appointment Tracking: Keep a record of benefit usage with linked appointments
- 📊 Visual Chart View: Instantly see how much you’ve used and what’s left this year
- 🔍 Pre-built Views:
- Booked: Benefits already used/booked
- Fully Used: Benefits with no balance remaining
- Included in Another: Benefits covered under other plans
- 📌 Summary Tab: Totals are auto-calculated across all categories for a full overview
🎯 Perfect for:
- Anyone with individual or employer-provided insurance plans.
- People who want a clear view of their benefit limits and usage.
- Notion users who prefer everything organized and easy to manage.
🌱 How to Use:
- Duplicate the template (1 click after purchase).
- Add your insurance details: Categories, Limits, Usage, Appointments.
- The template auto-calculates remaining balances and gives you a full overview.
- Use the pre-built views to track what's booked, used, or included elsewhere.
🧩 What’s Included:
✅ Full Notion Template
✅ Categories: Health, Vision, Dental, Other
✅ 4 Pre-built Views for easy benefit management
✅ Auto-calculated summaries by category
✅ Visual progress tracking for each benefit type
✅ Lifetime Access + Free Updates
🤔 FAQs:
Do I need to pay for Notion?
No. This template works perfectly with Notion’s free plan.
Can I customize categories or limits?
Yes, everything is customizable to fit your specific insurance details.
Does it automatically sync with insurance providers?
No, you manually input your benefit details. The template helps you track and calculate clearly.
What happens after purchase?
You’ll receive a link to duplicate the template into your own Notion workspace immediately.
💵 One-time purchase — includes lifetime access and free updates.
🔥 Ready to stay in control of your insurance benefits? Start tracking today.
Track and manage your insurance benefits clearly by category, yearly limits, and usage with this easy-to-use Notion template.