YOUR INSURANCE WALLET
All your insurance policies in one place.
An insurance wallet app for the policies you already own. Keep your providers and give their paperwork one organised home.
What belongs in your insurance wallet?
Start with the policies you would otherwise look for in an inbox or drawer: car, home, contents, travel, pet, bicycle, gadget, life or health insurance. Save the insurer, policy number, start and end dates, premium and claims contact. Attach the schedule and wording so a summary always has its original documents close by.
A useful record for each policy
A schedule describes your particular insurance; the policy wording explains the wider conditions. Keep both. When a renewal arrives, check which period each document covers before updating the record. Recording an annual premium makes costs easier to review, but compare payment fees and cover as well as the headline amount.
A wallet, an insurer account and a comparison site
An insurer account manages insurance with that provider. A comparison site helps you shop for quotes. PolicyTrack keeps records across providers together. It does not connect to your insurer to verify cover, buy a policy, submit a claim or cancel a renewal. Changes you make in PolicyTrack update your records only.
Build a useful wallet one policy at a time
You do not need every document before you start. Add a policy manually, record the next important date and attach the documents you have. Return to fill in missing details. For a shared item such as a home, link relevant policies to the same item so buildings and contents records are easier to find.
Does adding a policy activate insurance?
No. PolicyTrack stores your records. Your insurer determines whether your policy is active and what it covers.
Can I use PolicyTrack with different insurers?
Yes. You can record policies from different insurers without moving or replacing your insurance.