Insurance Tracker

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.

Add or send policiesRequest or send certificates

Free for business owners. Already have an account? Sign in. Insurance agents, .

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.

Sign in as an agent

Questions first? Insurance agents, contact us today.

Insurance Tracker never prices, ranks or recommends coverage.

Questions

What does it cost?

Free for business owners. Insurance agents: request access and we'll set up your agency.

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?

Choose Sign up and tell us a little about your company. We approve each account and email you once you have access. 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.

Ask for an account

Free for businesses. Tell us a little about you. We approve each account and email you once you have access.

I am

Have a Google account? Sign in with Google and ask for approval in one click.

We use these details only to set up your account. Privacy