Time tracking software for insurance

Everhour gives insurance teams structured time tracking for service, claims, underwriting, and billable work across clients and projects.

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

Insurance hours, service work, and billing records

Track insurance work by role

Insurance teams track more than a start time and an end time. Account managers handle inquiries, quotes, renewals, service requests, administrative tasks, and collaboration. Sales agents handle prospects, client interviews, policy explanations, policy sales, renewals, claims assistance, and client records. Claims roles add investigation, inspection, documentation, settlement negotiation, and payment authorization.

This page fits agencies, brokerages, self-employed agents, claims teams, underwriting teams, and fee-based insurance service providers. The practical goal is a clear weekly record by person, client, policy, claim, task type, and billable status, so payroll, billing, workload review, and client documentation do not rely on memory.

Choose the right tracking fields

A useful insurance time record starts with the worker, date, client, policy or claim reference, task, time spent, and notes. A claims adjuster entry can show 2.5 hours for property inspection, photos, written statements, and report preparation. An account manager entry can show renewal quoting, service-request follow-up, or client-record updates.

Teams that bill on a contract or fee basis need rate and billable-status fields in USD. Internal teams still need consistent categories, because underwriting application review, risk analysis, coverage decisions, premium decisions, and administrative follow-up create different capacity patterns. A single "admin" bucket hides the work that managers need to staff correctly.

Build defensible payroll records

U.S. employers do not need one specific clock-in system under the FLSA, but covered employers must keep accurate records for non-exempt workers. For employees covered by the FLSA minimum wage or overtime provisions, records must include hours worked each workday and total hours worked each workweek.

Covered nonexempt employees must receive overtime pay for hours worked over 40 in a fixed 168-hour workweek at not less than one and one-half times the regular rate of pay. Saturday, Sunday, holiday, or rest-day work does not create a federal overtime premium by itself unless weekly overtime is triggered or another law, policy, or agreement applies.

Move from totals to workflow

A free weekly tracker works for a self-employed agent who needs a quick client-service total or an agency manager checking a small batch of renewal work. It is enough when the output is a simple summary, the team is small, and no one needs approvals, locked periods, capacity limits, or role-based access.

A managed workflow matters once insurance work crosses people, locations, clients, claims, and policy lines. Everhour Team Management supports lock rules, admin time correction, personal tracking limits, weekly capacity, approval workflow, roles, project assignments, team groups, and team-wide time policy defaults, so submitted time becomes a reviewable record before payroll, billing, or reporting.

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

High Performer

G2

Summer 2026

Best Ease Of Use

Capterra

Summer 2026

Loved by teams. Proven everywhere.

Rated in the top time trackers across G2, Capterra, and TrustRadius — with consistent praise for ease of use, integrations, and support.

10K+Teams worldwide
90K+Installs Everhour extension
196M+Tasks completed
4M+Projects tracked

Frequently Asked Questions

What should insurance teams track on each time entry?

Each entry should identify the person, date, client, policy or claim reference, task type, time spent, and notes. Billable insurance service providers should also include billable status and rate. Claims teams need enough detail to separate inspection, documentation, statements, reports, negotiation, and payment authorization work.

Should insurance agencies track non-billable service time?

Yes. Non-billable service time shows the workload created by renewals, client inquiries, policy changes, internal meetings, and administrative follow-up. Agency owners need that view to price retainers, assign account managers, spot overloaded service books, and understand why a profitable client on paper consumes more staff time than expected.

Does U.S. law require a specific timekeeping system for insurance employees?

No federal rule requires a specific timekeeping form or software system. The FLSA requires covered employers to keep accurate records for non-exempt workers. For employees covered by the FLSA minimum wage or overtime provisions, those records must include daily hours worked and total hours worked each workweek.

Can insurance teams average busy claims weeks with slower weeks?

No. For FLSA overtime, a workweek is a fixed, regularly recurring period of seven consecutive 24-hour periods. Covered nonexempt employees must receive overtime pay for hours worked over 40 in that workweek, and hours may not be averaged across two or more workweeks to avoid overtime.

Which tracking mistake causes the most insurance reporting gaps?

The biggest gap comes from tracking only total hours without the client, policy, claim, or task category. That record may support a broad payroll total, but it cannot show whether time went to renewal work, claims documentation, underwriting review, sales follow-up, or internal administration.

How does Everhour Team Management support insurance time review?

Everhour Team Management lets insurance teams set lock rules, correct time as admins, apply personal tracking limits, define weekly capacity, manage approvals, assign roles, and group team members. Managers can review submitted time before payroll, billing, or operational reporting uses it.

How does Everhour reporting help insurance managers see workload?

Everhour Reporting turns logged time, budgets, costs, and project data into customizable reports with columns, grouping, filters, date ranges, and exports. Insurance managers can separate service work, claims activity, underwriting review, billable time, and non-billable administration without rebuilding spreadsheets every week.

Make insurance time reviewable

Use Everhour Team Management to control approvals, locked periods, capacity, roles, and team groups so insurance hours become clean records for billing, payroll review, and workload planning.

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