Insurance timesheet

Everhour tracks insurance work by task, client, and project, then turns approved hours into reports, invoices, and payroll review.

Calculate your hours

Enter your time in and out for each day. Overtime and gross pay are calculated automatically.

Employee Time Card
DayTime InBreak Start
Break End
Break
Time OutTotal
Total hours0:00
Regular0:00
Overtime0:00
Double OT0:00
Total hours0:00
Regular0:00
Overtime0:00
Double OT0:00
Total gross pay
Regular pay
Overtime pay
Double OT pay
Calculator options
Document infofor PDF / print
Employee Signature
Date
Supervisor Signature
Date

Everhour does it all — track, budget, report & invoice

The calculator gives you the number — Everhour takes it from there.

Go ahead — start tracking!

One click and you're timing. Start a timer, add an entry, edit the details. This is exactly how it feels in Everhour.

  • One-click timer — browser, desktop & mobile
  • Works inside Asana, ClickUp, Linear, GitHub & more
  • Simple setup, no learning curve
Works with your favorite tool:
Everhour — Time Tracking
Time Entries
01:24:00
00:31:00
01:07:00

No more budget surprises

Set a budget, assign rates, and get alerted before you're over.

  • Real-time cost tracking
  • Set different rates per person or project
  • Alerts before you hit the budget limit
Everhour — Budgeting
Acme Web Project
1
50% of budget used
$2,500.00of $5,000.00
$2,500.00 remaining
75%
Actual costRemaining cost

Measurement

Track your budget through time or costs

Simple, customizable reports

Every report you need — configured your way, always up to date.

  • See who does what in real time
  • Configure any report
  • Scheduled email reports
Everhour — Reports

Your invoice is ready!

Tracked hours flow straight into a polished invoice — no copy-paste, no manual math.

  • Billable hours straight into the invoice
  • Configure invoice templates
  • Copy invoices to QuickBooks or Xero
  • Invoicing dashboard with status
Everhour — Invoices
Your Company LLChello@yourcompany.com
INVOICE
Invoice #1042
Group by:
DescriptionHoursRateAmount
Website Redesign14h$150/h$2,100.00
Brand Guidelines7h$150/h$1,050.00
Marketing Strategy3.5h$150/h$525.00
Total Due$3,675.00
Try Everhour for real yourself

Time records for insurance work

Build a usable weekly record

An insurance timesheet helps you record time spent on client service, claims support, policy administration, renewals, internal meetings, and non-billable work. For U.S. covered nonexempt employees, the record also needs daily hours worked and total hours worked each workweek when the FLSA minimum wage or overtime provisions apply.

The practical output is a weekly record that shows who worked, which client or project received the time, the date, the hours, and whether the time is billable. A clean timesheet separates client-facing work from internal work, because payroll review, client billing, and staffing analysis answer different questions from the same time data.

Choose fields that survive review

A useful insurance timesheet includes employee name, workweek, date, start and stop times or daily totals, client, project, task, billable status, notes, and approval status. For U.S. users, rate and billing fields normally use U.S. dollars. Money fields belong on billing reports or invoice drafts when the timesheet supports client billing.

Task names should be specific enough for review without exposing unnecessary personal information. Use labels such as renewal preparation, claims documentation, underwriting support, client call, internal review, or training. The FTC advises businesses that keep sensitive personal information about employees to collect only what they need, protect it, and dispose of it securely.

Avoid payroll and billing gaps

The most common mistake is treating a timesheet as a billing worksheet only. A billing worksheet can show chargeable client time, but payroll review needs total work time, including non-billable administration, meetings, training, and corrections. For covered nonexempt employees, FLSA overtime is based on hours worked over 40 in a fixed 168-hour workweek.

Weekend or holiday work does not automatically require overtime premium pay under the FLSA. Covered nonexempt employees must receive overtime pay at not less than one and one-half times the regular rate when hours worked exceed 40 in a workweek, unless an exemption applies. State law, employment policy, or a contract can add stricter rules.

Move from file to workflow

A free insurance timesheet works for a one-time weekly total, a small client billing packet, or a quick internal review. It becomes fragile when several people update client work, managers approve entries, payroll needs a locked record, or billing depends on the same hours each month.

Everhour Time Tracking gives teams a managed workflow for that second case. Users start timers or add manual entries against tasks and projects, while admins can use reminders, approvals, locked periods, and timer rules before hours flow into timesheets, reports, budgets, invoices, or payroll review.

This content is for general information only, may not be fully up to date, and is provided without any warranty or liability.

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Summer 2026

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Summer 2026

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Frequently Asked Questions

What should an insurance timesheet include?

An insurance timesheet should include the worker, workweek, date, daily hours, weekly total, client or project, task, billable status, notes, and approval status. For employees covered by the FLSA minimum wage or overtime provisions, employer records must include hours worked each workday and total hours worked each workweek.

Is an insurance timesheet only for billable work?

No. A timesheet used for payroll review should include billable and non-billable hours. Client billing may use only approved billable entries, but total work time matters for wage-and-hour records, workload review, and overtime checks for covered nonexempt employees.

Can insurance teams use any timesheet format?

The FLSA requires covered employers to keep accurate records for non-exempt workers, but it does not require one specific timekeeping form or system. A spreadsheet, template, app, or integrated tracker can work when the records are complete, accurate, retained, and usable for payroll review.

Which insurance time entries create review problems?

Vague entries create the most review problems. Labels such as admin, follow-up, or client work force managers to reconstruct the work later. Better entries identify the client or project, the task category, the date, the hours, and whether the time should move into billing.

How long should insurance timesheet records be retained?

Federal rules require employers to preserve payroll records for at least three years and basic time and earnings records, including daily start and stop time cards or sheets, for at least two years. State rules, contracts, litigation holds, or internal policies can require longer retention.

How does Everhour Time Tracking support insurance timesheets?

Everhour Time Tracking captures hours with live timers or manual entries tied to tasks and projects. Those entries can feed timesheets, reports, budgets, invoices, and payroll review, while admins use approvals, locked periods, reminders, and timer rules to control the workflow.

Can Everhour keep insurance time records inside project tools?

Everhour can embed tracking controls inside tools such as Asana, ClickUp, GitHub, Linear, Jira, Monday, Notion, Trello, and Basecamp. Teams keep work in their project tool while tracked time flows into one reporting layer for review and billing.

Turn insurance hours into records

Track approved insurance work by client, project, and task before payroll or billing review. Everhour turns daily entries into controlled timesheets, reports, and invoices without rebuilding hours from memory.

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