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An insurance agent meeting a client at a desk

Industries / Insurance offices

Time tracking for insurance offices

Desk staff share one time-off calendar. Adjusters clock in at the loss site and log the miles they drive. TimeOff Manager is not a claims system.

From $15/mo billed annually. Starter $15/mo · Growth $25/mo · Scale $49.99/mo.

How an insurance office uses it

Team calendar of time off for an insurance office

Who is out this month

Office staff share one time-off calendar

When the person who answers the phones is off, the only record is a whiteboard.

Desk staff request time off in the app, and approved days show on a shared team calendar.

GPS history of an adjuster clocking in at a loss site

Where the adjuster clocked in

Adjusters clock in at the loss site

The timesheet says the adjuster was out in the field, but not where.

If the clock-in has to happen at a specific address, save it as a work location. Their GPS location is saved when they clock in.

Team Mileage for an insurance office

Every adjuster’s trips

Log miles driven between losses

The drive between two loss sites usually goes on a separate form.

Adjusters log the trip right next to their hours, in the same account.

Live staff map of adjusters on an open shift

Who is clocked in right now

See which adjusters are still out

Otherwise you have to call the adjuster to find out.

The live staff map shows who is clocked in right now. This live view is separate from the GPS location saved at clock-in.

Weekly hours of adjusters at an insurance office

Field hours for the week

Office hours and field hours in one account

Desk hours and field hours often get typed into one sheet by hand.

Desk staff can use TimeOff Manager just for time off, and field staff clock in. Everyone is in the same company account.

Approved hours, ready for payroll

TimeOff Manager tracks hours. It doesn’t pay anyone. At the end of the pay period, a manager reviews and approves the hours. Then you download them as an Excel or CSV file and send it to whoever runs payroll: your bookkeeper, your accountant, or your payroll software.

  • Hours are approved first

    A manager checks the hours before they go anywhere, so payroll gets real numbers, not guesses from a group text.

  • Overtime is flagged

    Extra hours show up on the timesheet, so you can see overtime before you pay it.

  • Excel or CSV

    One download your bookkeeper or payroll software can open.

  • Payroll happens elsewhere

    TimeOff Manager does not calculate pay, print checks, or file taxes.

Hours report for insurance offices, ready to export

The hours report, ready to download

See it on the real product

These are real TimeOff Manager screens. Open the live demo to click around them yourself.

Team time off list for an insurance office
Every request and its status
TimeOff Manager Pro clock-in screen for an adjuster at a loss site
An adjuster clocking in at a loss site
My Mileage screen for an adjuster driving between losses
Miles driven during the day

A typical day

  1. 1

    The office checks the calendar

    See who is off before the day starts.

  2. 2

    The adjuster clocks in

    At the loss site if you saved that address, or wherever your clock-in rules allow.

  3. 3

    The adjuster logs miles

    Trips are logged in the same account as hours.

  4. 4

    Hours go to payroll

    Download the approved hours as a file. Claims stay in your claims system.

What it doesn’t do

TimeOff Manager is not claims or policy software. It does not open claims, store policies, or estimate damage. It tracks office time off, field clock-ins, mileage, and the hours you download for payroll.

Also see time tracking software, TimeOff Kiosk, PTO software, and pricing.

Approved time off can sync to Google Calendar and Microsoft Outlook. Approved hours can go to QuickBooks Online or FreshBooks.

  • Google Calendar
  • Microsoft Outlook
  • FreshBooks
  • QuickBooks

You can also ask ChatGPT, Claude, or Cursor questions about your account, like who is out next week, through Model Context Protocol.

Model Context Protocol

Simple pricing

From $15/mo billed annually. Starter $15/mo · Growth $25/mo · Scale $49.99/mo. Every plan includes time off, clock-in, GPS, a shared-tablet kiosk, mileage, and hour downloads.

Common questions from insurance offices

Can adjusters clock in at a loss address?

Yes. Add the address as a work location when you want the clock-in to happen there. Their GPS location is saved when they clock in.

Do desk staff have to clock in?

Only if you want to track their hours. They can use time off without clocking in every day.

Does mileage replace clocking in?

No. Clocking in records the time worked. Mileage records the drive.

How much does it cost?

From $15/mo billed annually after a 14-day trial. Starter is $15/mo for 1–20 people, Growth is $25/mo for 21–50, and Scale is $49.99/mo for larger teams.

Office time off and field hours in one account

From $15/mo billed annually after a 14-day trial. Starter $180/year (1–20 users), Growth $300/year (21–50), Scale $49.99/mo or $479.90/year (51–1,000).