Every policy across the portfolio, with the carrier, the limit, the renewal date and the broker to call, and the premiums behind it year by year.
$39 one time
Tax added at checkout.
Six properties, six policies, six renewal dates spread across the year. Each one arrives on its own, gets paid, and goes back in the folder. The number that matters is not the premium, it is the premium against last year, and that comparison never gets made.
Meanwhile one date has already gone by, and the broker’s number is in whichever email it came in on.
Type each policy once: the property, the carrier, what it covers, the limit, the deductible, when it renews and who to call. Then log the premium each year. The file counts the days to every renewal and works out what each property costs against the year before.
It holds no policy numbers and no documents. Names, dates and money, which is what you need in front of you on the phone.
It goes to the address you paid with.
It saves to your own Google Drive™ and stays private unless you share it.
It comes with sample entries already in it, so you can see how it works before you type in your own.
Does it hold my policy documents?
No, and no policy numbers either. It carries the property, the carrier, the limit, the dates and the broker. The paperwork stays wherever it already lives.
What if one property has two policies?
Two rows. Each gets its own renewal date and its own countdown, and both count toward what that property costs.
How far back should the premiums go?
As far as you have. Three years is enough to see which way a property is going, and the chart draws whatever years are on file.
No app to learn. No new account. No monthly anything.
$39 one time
Tax added at checkout.
If it isn’t right, email us within 14 days for a refund. The refund policy
