Insurance Tracker

For businesses and their insurance agents

All your company's insurance, in one place.

Every policy, certificate and renewal date, organized and easy to find. Insurance Tracker shows what's renewing before anything runs out, and you can request a certificate in a couple of clicks.

Add or send policiesRequest or send certificates

Do one or many at a time. Free for business owners. New here? Request access. Insurance agents, contact us today.

Sample data, for illustration.

How it works

  1. Add your policies

    Upload each policy's PDF with the carrier, policy number, term and premium.

  2. Keep your certificates with them

    The certificates you send to clients and the ones you collect from vendors and subcontractors. Every version is kept.

  3. See renewals early

    Renewals are planned at 90, 60 and 30 days, so you see anything that's about to run out while there's time to act.

What it keeps track of

For insurance agents

When your clients keep their insurance here, you see what they allow: their policies, upcoming renewals, and the certificates they need from you.

Contact us todaySign in as an agent

Insurance Tracker never prices, ranks or recommends coverage.

Questions

What does it cost?

Free for business owners. Insurance agents: contact us today to set up your agency.

Contact us
Is Insurance Tracker an insurance company or agency?

No. It's a tracking tool. It doesn't sell, place or guarantee insurance, and it isn't an agent or broker. Your licensed agent handles your coverage.

Does it check my coverage?

No. It keeps your documents and dates organized. Confirm your coverage with your agent. A certificate of insurance isn't a policy.

What kinds of insurance can I keep in it?

Any business policy: general liability, auto, workers' comp, property, professional, umbrella and more.

Who can see my information?

Only the people you invite to your company. Your agent sees only what you allow.

How do I get started?

Request access and we'll set up your company. Already invited? Sign in.

Is there a phone app?

It works in your phone's browser today. iPhone and Android apps are on the way.