Insurance History

List your insurance policies, from health insurance to vision coverage to life insurance. Go to one place to retrieve your important policy numbers and contact information. The insurance history feature is intended to help you keep track of your current policy details as well as past policies, with the added benefit of linking them to other parts of your detailed history.

Track All of Your Insurance Providers
Keep track of your health-related insurance providers, from medical to vision to dental. The Insurance Provider History function helps you keep detailed records of your insurance providers, policy numbers, effective dates, contact information, related claims and expenses.

Track Deductibles, Co-Pays, and Other Health Expenses to Insurance Providers
The Insurance Provider History feature is integrated with the Health Expense Tracker, making it easy to log the details of health expenses and track those details with your insurance provider. Keep track of all claims, co-payments, monthly premiums, deductibles, and any other related expenses. Use the expense tracking tools to see if you are optimizing your insurance coverage. With the Insurance History tool, you can quickly get a summary of all expenses for an insurance provider and export the data to a spreadsheet.

Link Insurance Providers to Relevant Areas of Your Health History
Use the Health Associations feature to link your insurance providers with related parts of your health history, such as surgeries, hospitalizations, procedures, or health advisors. Create a detailed, integrated health profile using the powerful history tools and the associations feature to connect the dots in your health history.

Generate Detailed Insurance Provider History Reports
Run a report of your Insurance Provider history to take with you on your next doctor's visit or to help manage your health costs. Reports are generated in PDF format, making it easy to save, print, or email.