Insurance Templates Google docs

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How to Create an Insurance Document in Google Docs?

In life, we don’t know what tomorrow might bring us. Although we make plans, there are times when untoward incidents happen. In case an accident happens, having an insurance plan will protect an individual or a business against an uncertain loss. According to the United States’ Census Bureau, employer-based insurance was the most common subtypes of health insurance coverage. In 2017, 56% of the population in the United States was covered by this type of insurance. Unlike life insurance, investment insurance, car insurance, and travel insurance, an employer-based insurance is purchased by employers for their employees. Both the employee and the employer or the employer alone finance an employer-based insurance.

It is essential for human resource personnel in companies to have enough knowledge on how to create insurance-related documents, especially when we talk about workers’ compensation and medical or health reimbursement.  In this short guide, we have outlined a step-by-step guide you can follow to help you create these types of documents.

1. Know What the Document is For

Before you start writing, specify the purpose of the document you are about to make. It will help you have a clearer idea of which things you should do for the completion of the task. If you want to request an immediate insurance coverage for a newly hired employee, then write a letter which you will address to an insurer. If you want your employees to receive proper reimbursement from their medical expenses, creating a medical reimbursement form may help. There are other types of insurance-related documents; this includes insurance certificate, insurance policy, and reimbursement plan.

2. Identify Key Elements

Each of the documents mentioned beforehand has its respective elements. For example, an insurance contract should specify the risks covered, limits of the policy, and the terms and conditions of the policy. Make sure to do your research to identify the key elements necessary for the completion of your document.

3. Open Google Docs

Google Docs is a web-based application which enables users to create, edit, and store documents online. Because it is an online application, it allows multiple users to collaborate and easily share documents to everyone involved. 

Before you launch the application, browse through our site and download one of our ready-made insurance templates. Select the best template which will help you create the document you need in an instant. After doing so, open Google Docs and start editing.

4. Type in Necessary Details

Although the templates we offer comes with a comprehensive content, you still have to type the necessary details to best suit your company’s specifications. There are highlighted texts on the templates which will help you determine which specific parts need modification. Usually, you just have to enter the company’s name, date, names of people, health plan name, etc.

5. Proofread

In creating documents, it is vital that one should proofread the information included in the content. See to it that the document is free from errors before sending or printing it.