PolisiDesk PH - Google Sheets Edition
Every policy knows its premium, its balance and its renewal date.
Google Sheets Edition: Track insurance agency clients, products with their own commission rate, policies with premium due by payment mode, premium payments, claims, and the renewal list before a policy lapses.
- Purchase without creating an account
- Access sent to your checkout email after confirmed payment
- Support for missing or broken delivery links
By buying, you agree to the digital product terms.
Know what happens next.
Google Sheets Edition: Track insurance agency clients, products with their own commission rate, policies with premium due by payment mode, premium payments, claims, and the renewal list before a policy lapses.
What to know before you use it.
Google Sheets Edition: Track insurance agency clients, products with their own commission rate, policies with premium due by payment mode, premium payments, claims, and the renewal list before a policy lapses.
Works with
- A Google account and current desktop Google Sheets
- Philippine peso reporting
- Asia/Manila date examples
Requirements
- A Google account and current desktop Google Sheets
- Basic source records for the workflow
Before you buy
Are the other editions included?
No. This delivery contains only the separately sold Google Sheets Edition.
Is this official accounting or regulated software?
No. No connection to any insurer, underwriting or policy administration system, no quotation or premium rating engine, no official receipt or premium remittance to the insurer, no claims adjudication, and no commission statement reconciliation with the insurer's own report.
Can I resell or share it?
No. The license permits internal use and customization for one business only.
Does it compute the premium for a new quote?
No. It records the annual premium the insurer quoted. There is no rating engine, and no connection to any insurer's system.
Can one client hold several policies?
Yes. The client ledger totals all their policies and flags the whole household when any one of them is due for renewal.
Does it reconcile my commission statement?
It records commission earned per policy and commission actually released, so you can compare them. It does not import the insurer's statement.
Learn more before you continue.
Read the linked article for additional context, instructions, or an editorial review of this product.
How Philippine Insurance Agents Can Track Premiums, Renewals and Commission
A records routine for agency offices: premium due by payment mode, balance from actual payments, and a renewal list that appears sixty days before expiry.
Read the guide