AdvisorHR
Insurance Tracker

Insurance Tracker

Sign in with your AdvisorHR account to access the Insurance Tracker.

Written Premium
—
0 entries
Reported
0
entries reported
Pending
0
awaiting report
WC Liability
—
total shown
Margin
—
written − actual
0 selected
Premium Entries0 records
✏️ Needs Premium Written0
⏳ In Progress0
📋 Pending Carrier Approval0
✅ Active0
—
Total Written Premium
—
Reported entries
—
Pending entries
—
Total WC Liability
Written Premium by Carrier
Entries by Policy Type
Monthly Written Premium Trend
Reporting Status
Top Clients by Written Premium
ClientEntriesWritten Premium
Upcoming Renewals (next 90 days)
Year-over-Year Comparison (Written Premium)

Add Premium Entry

Client Information
Policy Period
When the Certificate of Insurance expires
Month this entry covers
Premium & Liability Amounts
$
$
$
$
Reporting Status
Carrier Portal
Clicking "Portal" in the table opens this link
Shown on hover — password stays in LastPass

Add Incoming Client

Client Information
Coverage & Status

Delete Entry

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Export Client Data

Select a client to export their premium entries as CSV, or export all filtered entries.

Export all currently filtered entries:

Period Rollover

Current period
—
New period
—
—
entries total
—
reset to Pending
—
already Pending
All entries will advance to the new period. Reported entries will be reset to Pending. This cannot be undone.
All — entries will be updated

Renewal Reminders

Policies expiring in the next 90 days. Click Send Email to open a pre-filled email in your mail client.

Month-End PDF Report

Select a period above to preview what will be included.

Premium History

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Snapshot saved on each Reported event.

Payment Schedule

Add Payment Entry

Certificates of Insurance

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Policy Dec Pages

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Audit Log