Insurance management

Insurance management software that keeps you covered

Lapsewise tracks every insurance policy and certificate of insurance you hold, with the insurer, policy number, coverage and renewal date in one place. Get reminded well before a policy expires, so you are never caught uninsured.

Free plan available. No credit card required.

Why a spreadsheet is not enough

A lapsed policy is the kind of gap you only notice when you need to claim. By then it is too late. Yet most businesses track renewals across email threads, broker PDFs and a spreadsheet nobody updates.

Coverage is scattered: general liability, property, workers compensation, professional indemnity, cyber, auto. Each policy has its own carrier, policy number, renewal date and certificate of insurance to keep on file.

Lapsewise pulls every policy into one dashboard that watches each renewal date for you and reminds the right person before the deadline, not after a claim is denied.

Everything in one place

Every policy, one place

General liability, property, workers comp, professional, cyber, auto and more, each with its own type, insurer and policy number.

Insurer and policy number

Record the carrier, the policy number and the insured party, so a renewal or a claim is one click away.

Premium tracking

Store the premium and currency on each policy so you can budget for what is coming up for renewal this quarter.

Effective and expiry dates

Set the policy expiry, and Lapsewise computes the status and schedules reminders automatically. Add renewal or notice dates as needed.

Certificate of insurance on file

Attach the COI or declarations page to the record. It lives in private storage, ready to prove coverage to a client or auditor on demand.

Status at a glance

Active, expiring soon, or action needed. The board and runway show exactly which policies need attention next.

Powered by the Lapsewise renewal engine

The same dependable engine that tracks certifications, contracts and grants.

One runway of every date

See what is coming up across every record, sorted by urgency, on a single calm dashboard.

Reminders before it lapses

Email, SMS and Slack reminders fire in each person's own timezone, days before the deadline.

Documents attached

Drop the PDF onto the record. The file lives in private per-workspace storage, ready when you need to prove it.

AI reads the dates

Upload a document and AI extracts the dates, type and parties. You confirm, it fills the record.

Who it is for

Construction and tradesProperty managersFacilities teamsProfessional services firmsHealthcare practicesFleet operatorsEvent and hospitality businessesFinance and operations teams

Frequently asked questions

What is insurance management software?

Insurance management software is a tool that records every policy your organization holds, tracks each renewal or expiry date, and reminds you before coverage lapses. Lapsewise does this for liability, property, workers comp, professional, cyber and auto policies in a single dashboard, with the insurer, policy number, premium and certificate of insurance attached to each record.

Can I track certificates of insurance (COIs)?

Yes. Each policy record can hold the certificate of insurance or declarations page as an attachment, plus the insurer, policy number and expiry date. When a COI is about to expire, Lapsewise reminds you so you can request an updated certificate before the old one runs out.

How does Lapsewise remind me before a policy expires?

When you add a policy with its expiry or renewal date, Lapsewise schedules reminders automatically. You receive email, and on paid plans SMS and Slack, reminders ahead of the deadline, sent in your own timezone, so the renewal happens before coverage lapses.

Can I track premiums and budget for renewals?

Yes. Each policy has a premium and currency, so you can see what is coming due and what it will cost to renew across the quarter or year.

How much does it cost?

Lapsewise has a free plan to get started, and paid plans that add CSV import, AI document parsing and SMS or Slack reminders. See the pricing page for current limits.

Track more than insurance management

Never let it lapse

Lapsewise tracks every insurance policy and certificate of insurance you hold, with the insurer, policy number, coverage and renewal date in one place. Get reminded well before a policy expires, so you are never caught uninsured.

Start tracking free