Insurance template

What this template is

The Insurance template stores health, travel, auto, or property policy metadata in labeled fields—carrier, policy number, expiry, and renewal steps. The policy number stays masked until you reveal or copy it.

When to use it (and when not to)

Good fits

• You need the policy number on a trip or during a phone claim
• Annual renewal season—you want expiry dates visible when you open each policy
• Multiple policies (health + travel + renters) with separate carriers

Use something else instead

Everyday workflows

Before travel

1. Enable the Insurance pack—see Enable category template packs.
2. Create an item per travel or health policy; set expiry date and renewal notes (embassy, online portal, agent phone).
3. Before departure, open the item and Copy the policy number for airline or visa forms.

Renewal season

1. When you receive a renewal notice, Edit expiry date and renewal notes.
2. Archive expired policies you keep for records but hide from daily filters.

Fields at a glance

What you need

Steps

Enable the pack

1. Unlock your vault and open Settings → General → Category templates (https://se.nt2.me/settings/general/templates).
2. Toggle Insurance On.

Create a policy item

1. Open https://se.nt2.me/assets and select Add asset → Insurance policy.
2. Enter a title and fill policy type, provider, policy number, and expiry date.
3. Add renewal notes for next year’s steps.
4. Save.

Copy policy number

1. Open the item from the asset list.
2. Reveal or Copy policy number when the insurer or clinic asks for it.
3. Paste within 30 seconds—clipboard auto-clears after that.

Update or remove

1. Edit when you renew or switch carriers.
2. Delete sends the item to Trash.

Tips and common mistakes

• Enable pack first—Insurance does not appear in Add asset until toggled on in Settings.
• Do not use Secure Note for policies—you lose structured expiry fields and renewal notes layout.
• Share safety—policy number is hard-blocked in share flows; use Safe presentation mode for in-person lookup only when appropriate.
• Product boundary—NT² stores data only; it does not file claims or verify coverage with insurers.

Related

• Enable category template packs
• Document template
• Property template
• Manage assets