Just as a writer sketches the outline before writing the first chapter, the organizer creates a filing framework before adding the first document. This second file box is organized similarly to the first box with separate categories. To put pictures with the words, I give you the following pictorial show-and-tell session of Box 2 of my accordion filing system.
[1]
The closed accordion file box. Just like Box 1 [2], this file box is also missing its string. Without the string, I can quickly move these files around and gain access. When the strings were used, they got caught on other files until they finally snapped. Though these boxes are different now than when first purchased, I have adapted them to fit my needs.
[3]
The opened accordion file box. In using time wisely, I choose not to label each of the 13 file slots. Instead, I use the plastic inserts that came with the accordion file to label each category. Some categories extend into 2 or 3 file openings while others only house one slot. If you prefer to label each slot, then adjust these guidelines to fit your needs.
[4]
Close-up look at the file tabs. In this file, I have used nine tabs to identify the nine categories in this insurance file. To make the tabs easy to read, I have placed them in a row from left to right. The nine categories identified in this box are:
- Personal Insurance Documents
- Life Insurance
- Major Medical Insurance
- Tax-Favored Programs
- Prescription Coverage
- Dental and Vision Insurance
- Critical Illness/Cancer/Cryo-Cell Stem Cell policies
- Short-Term Disability Coverage
- Long-Term Disability Coverage
[5]
My file may contain more or less insurance documents than you possess. I share my filing system to give you an organizational system sample to assist you in tackling your important documents. Please adjust this file to meet your needs.
As I cover each category, I will explain the insurance coverage Paul and I have chosen for our family. These are our choices. I am not a financial advisor, nor am I suggesting that you carry all these insurance documents. My goal is to assist you in organizing your important documents.
This pictorial overview is the framework for all my important insurance documents and policies. Next week, I will begin working through the file one category at a time. Come join me as we get these documents organized. Feel free to use this visual image to setup your own accordion filing system. Happy organizing!
Question: How do you currently keep your insurance policies filed? Please add your answer to the comments.