Every kind of order starts with an inventory: what is there at all? The portfolio inventory is the company's entire set of insurance contracts in one table – ten fields that say exactly what you need to know at claim time, at renewal, and in the accounts. Copy it, fill it in, and order has begun.
- One row = one contract; ten fields that also feed the renewal table and the cover map.
- Filling it in from the existing policies takes 30–60 minutes – a one-off job, with annual upkeep.
- The table is copyable: move it into your own spreadsheet and keep it up to date from there.
The template
| Field | What to enter | Example |
|---|---|---|
| 1. Contract | The everyday name of the cover | Premises property insurance |
| 2. Policy number | The insurer's identifier | VB-12345678 |
| 3. Insurer | The contracting partner | (insurer name) |
| 4. What it covers | A one-line content summary | Building + fixtures + stock, fire-perils-burglary |
| 5. Insured / premises | Who or what it applies to, and where | Company Ltd., 1111 Budapest, Example St. 1. |
| 6. Renewal date | The turn date | 1 March |
| 7. Cancellation window | From when to when you can act | per the conditions, e.g. up to 30 days before renewal |
| 8. Annual premium + schedule | Amount and payment frequency | … HUF/year, quarterly |
| 9. Beneficiary / assignee | A third party, if any | … Bank Plc. (leasing, until 2027) |
| 10. Owner + last review | Internal owner and date | Anna Kovács, 08.2026 |
Field 8's premium example is deliberately left blank: fill it in from your own policy. For field 7, the exact rule always comes from your own conditions.
Tips for filling it in
The source is the policy, not memory – if a piece of data isn't available, that in itself is a finding (a missing document: document system). Discipline on field 4 matters: one line, in plain language – the detail lives in the policy, the inventory gives an overview. Field 9 is the one most often left blank: naming the assignee bank or the beneficiary is key information at claim time. And field 10 is what keeps it alive: without an owner and a date, the inventory too just becomes an old file.
What builds on it?
The inventory is the cornerstone of portfolio order: fields 6–7 build the renewal table, fields 4–5 build the cover map, and fields 8–9 are used by the accountant (accountant and broker). Its annual upkeep is the first item of the renewal check – and if you need help with the first fill-in: on request, I help with this (portfolio review).
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