Insurance Certificate & Expiry Tracker: every certificate and expiry date, with expiring ones flagged in Excel

Insurance Certificate & Expiry Tracker

CA$19
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Insurance Certificate & Expiry Tracker: every certificate and expiry date, with expiring ones flagged in Excel
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  • Insurance Certificate & Expiry Tracker: every certificate and expiry date, with expiring ones flagged in Excel
  • What's included: the tracker workbook in example and blank copies, and the Start Here guide
  • Collect, check, renew: log every certificate, see what is expiring and check each party's coverage
  • Close-up of the certificate log: policy number, expiry, date received, additional insured and status
  • Close-up of the summary by party: current, expires soon, expired and not received
  • Close-up of the coverage matrix: current, expires soon, not current or missing for each party and coverage
  • How it works: download, open the workbook in Excel, enter your parties and coverage minimums, then each certificate
  • Example and blank versions of the insurance certificate tracker workbook
  • Insurance Certificate & Expiry Tracker: every certificate and expiry date, with expiring ones flagged in Excel
  • What's included: the tracker workbook in example and blank copies, and the Start Here guide
  • Collect, check, renew: log every certificate, see what is expiring and check each party's coverage
  • Close-up of the certificate log: policy number, expiry, date received, additional insured and status
  • Close-up of the summary by party: current, expires soon, expired and not received
  • Close-up of the coverage matrix: current, expires soon, not current or missing for each party and coverage
  • How it works: download, open the workbook in Excel, enter your parties and coverage minimums, then each certificate
  • Example and blank versions of the insurance certificate tracker workbook
Insurance Certificate & Expiry Tracker
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Insurance Certificate & Expiry Tracker

CA$19

Prices in Canadian dollars. Any tax that applies is shown at checkout.

An Excel tracker for the certificates of insurance you collect: what each covers, the limits against your minimums, and which are expired or expiring soon.

Set the coverage types you ask for and the minimum limit for each. Log every policy on each certificate: the coverage, insurer, policy number, limit, effective and expiry dates, the date received and whether you are named as additional insured. Add a renewal as a new row.

Status updates from the status date: Not received, Current, Expires soon or Expired. Limits below your minimum are flagged. The Summary counts certificates by party and status, and the Coverage Matrix shows the best certificate on file for each party and coverage. This template is a starting point, not legal advice. Have your own lawyer or adviser review it before use, and ask your insurance adviser which coverages and limits to require.

  • Workbook Parties, certificates, summary and coverage matrix, example and blank
  • Start Here 4-page PDF guide
  • Page size Letter, 8.5 × 11 in

Instant download after checkout, with the link also sent by email

30-day money-back guarantee, no questions asked

Secure checkout through Shopify

One business, unlimited use on its own projects

What's inside

Certificate tracker, Excel (.xlsx), six sheets, in two versions. Up to 40 parties, 200 policy rows and 8 editable coverage types (6 to start), each with your minimum limit. Status from the status date and warning period; Summary by party checked against the log; Coverage Matrix of party by coverage.

Start Here guide, 4-page PDF. What is included, the sheets, tracking certificates and renewals, the worked example counts, protection in Excel and your licence. A starting point, not legal advice.
Formats
  • Excel (.xlsx): the workbook in example and blank versions, standard formulas and no macros. Shaded cells are inputs; formula cells are locked with sheet protection that has no password. Made for Microsoft Excel: desktop Excel 2016 or later for Windows or Mac, and Excel for the web.
  • PDF, letter size: the Start Here guide (4 pages).
  • Fonts: the PDF guide uses Cormorant Garamond and Inter, built into the file. The workbook uses Georgia and Arial, which come with Windows and macOS.
  • Not included: certificate request or insurance forms, insurance or legal advice, PowerPoint or Canva files, and page-preview images.
  • Delivery: one ZIP file (about 0.15 MB) holding all three files, on the order page right after checkout and by email.
Licence

One purchase covers one business, with unlimited use on that business's own projects. Your employees may use it for the business's work. Edit it freely and give your clients the finished documents. Reselling, sharing or uploading the template files, edited or not, is not permitted. Read the full licence.
Refunds

If the workbook isn't right for you, email support@thebuildersledger.com within 30 days of purchase with your order number for a full refund, no questions asked. After a refund the licence ends and the download link is turned off, so please delete your copies of the files. Refund policy.
FAQ

Does a certificate prove coverage?

A certificate is evidence of insurance on the date it was issued; it does not change the policy. Ask your own insurance adviser what to require.

How do I record a renewal?

Add it as a new row and enter the date received. The Coverage Matrix shows the best certificate on file.

What if I rename a coverage type?

Rows still using the old name are flagged in the Check column, and the Coverage Matrix and the minimum limit check leave them out until you update the rows.
A note on insurance certificates

This template is a starting point, not legal advice. The coverages, limits and additional insured wording to require depend on your contracts, your work and the law where you work, so have your own lawyer or adviser review it and ask your insurance adviser which coverages and limits to require before you rely on it. The tracker records the certificates you collect; it does not confirm coverage, and a certificate does not change the policy. The sample parties, insurers and limits are an example only.