Free for businesses
For Businesses and Insurance Professionals
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.
Free for business owners. Already have an account? Sign in. Insurance agents, .
Sample data, for illustration.
How it works
Organized in three steps.
Set it up once. After that, Insurance Tracker keeps an eye on the dates for you.
1Add your policies
Upload each policy's PDF with the carrier, policy number, term and premium.
2Keep your certificates with them
The certificates you send to clients and the ones you collect from vendors and subcontractors. Every version is kept.
3See renewals early
Renewals are planned at 90, 60 and 30 days, so you see what's about to run out while there's time to act.
What it keeps track of
Everything your insurance involves, in one list.
Every policy
Carrier, policy number, term, premium and the PDF. Search it and export it.
Renewals
Planned at 90, 60 and 30 days out, with the tasks for each.
Certificate requests
Ask your agent, a vendor or a subcontractor by email, and see which requests are still open.
Certificates you collect
Checked against your limits, additional insured, waiver and primary wording.
Your team
Invite your office as viewers, editors or admins.
Feedback
Send a note or a marked-up screenshot from any screen.
For insurance agents
Your clients' insurance, without the email chase.
When your clients keep their insurance here, you see what they allow: their policies, upcoming renewals, and the certificates they need from you.
- Every client's policies and renewal dates in one list.
- Certificate requests in one inbox, instead of scattered emails.
- Clients choose what their agent can see and do.
Get your company's insurance organized today.
Free for business owners. We approve each account and email you once you're in.
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