Insurance Tracking
Monitor and manage employee insurance coverage and policies
Access Required: canAccessInsuranceTracker permission
Policy Management
Track all employee insurance policies
Premium Tracking
Monitor insurance costs and premiums
Coverage Details
Detailed policy information and status
Purpose and Overview
The Insurance Tracking system provides comprehensive management and monitoring of employee insurance coverage and policies. This system enables HR and management to track all types of insurance policies, monitor costs, and ensure proper coverage for all employees.
Key Features
Insurance Policy Management
Comprehensive tracking of all employee insurance policies
- • Track all types of insurance policies
- • Monitor policy status and effective dates
- • Manage policy renewals and changes
- • Employee coverage verification
Premium Tracking
Monitor insurance costs and financial impact
- • Track premium costs per employee
- • Monitor company vs. employee contributions
- • Cost analysis and budgeting
- • Premium change tracking
Policy Status Monitoring
Track active and inactive policies
- • Active, inactive, and pending status tracking
- • Policy renewal alerts and reminders
- • Coverage gap identification
- • Status change notifications
Export Capabilities
Download insurance data for reporting and analysis
- • Export to CSV and Excel formats
- • Custom report generation
- • Compliance reporting
- • Department-specific exports
Insurance Metrics
Total Insured Employees
Number of employees with coverage
- • Active covered employees
- • Coverage percentage
- • Department breakdown
Average Premium
Average insurance cost per employee
- • Monthly premium average
- • Cost per coverage type
- • Department comparisons
Active Policies
Number of currently active policies
- • Active policy count
- • Policy type breakdown
- • Renewal status
Policy Tracking
Policy Details
- • Complete insurance plan information
- • Policy numbers and identifiers
- • Coverage effective dates
- • Policy terms and conditions
Coverage Amounts
- • Policy coverage levels and limits
- • Deductible amounts
- • Benefit maximums
- • Coverage exclusions
Premium Amounts
- • Monthly premium costs
- • Employee contribution amounts
- • Company contribution tracking
- • Premium change history
Policy Status
- • Active, inactive, and pending statuses
- • Status change tracking
- • Renewal notifications
- • Coverage gap alerts
Insurance Operations
View Policies
- • See all employee insurance policies
- • Sort by employee, policy type, or status
- • Filter by department or coverage type
- • Quick access to policy details
Update Information
- • Modify policy details and coverage
- • Update premium amounts
- • Change policy status
- • Edit effective dates
Add New Policies
- • Create new insurance records
- • Set up coverage for new employees
- • Add additional coverage types
- • Configure premium structures
Remove Policies
- • End or cancel coverage
- • Process policy terminations
- • Handle coverage changes
- • Archive inactive policies
Coverage Types
Health Insurance
- • Medical coverage plans
- • PPO, HMO, and high-deductible plans
- • Family coverage options
- • Preventive care benefits
Dental Insurance
- • Dental care coverage
- • Preventive, basic, and major services
- • Orthodontic coverage
- • Network provider options
Vision Insurance
- • Eye care coverage
- • Eye exams and vision correction
- • Eyeglasses and contact lenses
- • Vision provider networks
Life Insurance
- • Life insurance policies
- • Basic and supplemental coverage
- • Beneficiary information
- • Coverage amounts
Disability Insurance
- • Short-term disability coverage
- • Long-term disability benefits
- • Benefit periods and amounts
- • Elimination periods
Best Practices
Data Accuracy
- • Keep insurance information current and accurate
- • Verify coverage details regularly
- • Update premium changes promptly
- • Maintain beneficiary information
Compliance
- • Follow insurance regulations and requirements
- • Maintain HIPAA compliance
- • Document policy changes and approvals
- • Regular compliance audits
Cost Management
- • Monitor premium costs and trends
- • Analyze cost-effectiveness of plans
- • Budget for insurance expenses
- • Negotiate with insurance providers