Make InsureTracksy part of your agency day.

1. Open InsureTracksy and choose Start free. Create an account using your email and password, or continue with Google. Use Sign in if you already have an account.
2. Your insurance workspace opens straight away with the full Pro package free for 14 days. No card is needed, nothing is charged, and there is no approval wait.
3. For email registration, open the verification link sent to your inbox. Check spam too. When the verification banner appears, use Resend email or I’ve verified as needed.
4. Open Settings and enter your IRCSL registration number if you want it on your records. InsureTracksy does not bind cover or issue policies, so by registering you confirm you are entitled to practise.

Before entering real agency information, try the public demonstration with fictional agency records.

InsureTracksy is a progressive web app (PWA). You add it from your browser and open it from your home screen.

• iPhone: open the Insurance page in Safari. Choose Share (under More in some layouts), then Add to Home Screen. Turn on Open as Web App if shown, then confirm Add.
• Android: open the Insurance page in Chrome. Use Install and create shortcut → Install. Older versions may show Install app or Add to home screen.

Follow the full iPhone and Android installation guide if your browser shows a different menu. Home-screen shortcuts open Agent home, Policies, Renewals and Commission directly.

Installation does not activate Pro or remove the need for an internet connection for sign-in, billing and signed-in money.

Every new account starts with the full Pro package free for 14 days, no approval wait. After 14 days the account continues on Free unless Pro is activated.

Use fictional records for your first walkthrough. Read Storage, sync and privacy before entering insurance information.

1. Open Policies. Add Sample Policy with a motor product and premium.
2. Open Renewals and add a follow-up due in 21 days.
3. Open Commission and log expected commission of LKR 8,500.
4. Open Money to review income you typed. Sign in if you want marking commission received to post income.
5. On Pro, open Reports and review the pack.

Find your way around on a phone

Use the sidebar or bottom navigation. Settings sits with language and the honesty note.

Agent home

Command centre for policies, renewals, commissions and money.

Policies

Client, product, premium and commission you type.

Renewals

Follow-ups with a due date you type.

Commission

Expected commission you type, then mark received.

Agency money

Signed-in ledger.

Reports

Pro pack for review.

On a computer, these sections appear in the sidebar. This guide uses the English labels; your chosen language may translate them. Calendar, clients, timeline and reminders are extra notes in this release.

1. Choose Policies. Enter the client, policy number, product, a positive premium, non-negative commission and renewal date.
2. Status can move through active, lapsed, claimed or cancelled.
3. Open policies appear on Agent home.

Choose Renewals to add a client, optional policy number and due date. Status can move through due, done or lost.

Choose Commission to log a client, amount and date. Status starts as expected. Choose Mark received when the amount arrives. Choose Calendar, Clients, Timeline and Reminders for notes you type.

Money is the signed-in ledger: commission, renewal commission and other income, plus transport, marketing, office and other expenses you type.

Marking commission received may write income when you are signed in. Renewals do not write to this ledger on their own.

Reports is a Pro tab after the 14-day trial. It offers income summary, expense summary and CSV ledger export as a pack for review.

1. Open Settings or Subscription from your account. Your current plan, trial end date and IRCSL registration number are shown.
2. To upgrade, choose the monthly or annual Agent Pro plan and send the invoice request. The MyTracksy team confirms payment instructions by email or WhatsApp; Pro is activated manually after payment is confirmed. Online card checkout is not yet available.
3. Renewals follow the same request flow before the period ends. To cancel, simply do not renew; your records stay in your account and the workspace continues on Free.

Refunds and billing terms are described in the refund policy and terms of service.

• Policies, renewals and commissions stay on this device first. They are native insurance records in the InsureTracksy desk.
• Agency money uses the signed-in ledger. Marking commission received may write income when you are signed in. Access is limited to your profile by database and storage rules.
• Signing out keeps signed-in ledger records in your account. Clearing website data can remove device-first entries on that device.
• After the trial: your workspace never locks. Pro reports pause on Free until Pro is activated; every record stays in your account. There is no approval wait.

Read the privacy policy for the full description of processing. You remain responsible for agency records, device security and record retention.

• It does not bind cover, issue policies, connect to an insurer portal, or move money.
• Renewals radar is dates you type. They are not a notice sent to an insurer.
• Commissions are amounts you type. They are not a payment taken by the app.
• Reports are a pack for review. They are not a bound policy, insurer or payment export.
• Reports require Pro after the 14-day trial.

Policies, renewals and commissions are records you type. When signed in, marking commission received may write income — a record, not a payment taken by the app. In the public demo, a commission received cannot exceed the expected commission.

Reports are locked after 14 days

Your Pro trial has ended and the account is on Free. Open Subscription to request Pro activation; the MyTracksy team activates it after invoice payment. There is no approval wait to keep the workspace open.

My policies are not on the other device

Device-first entries stay on the device where you typed them. Sign in with a real account for agency money, then open the second device while online.

The demo refused the commission received

In the public demo, a commission received cannot exceed the expected commission. Reduce the amount, then try again.

Marking commission received did not take a card payment

That is expected. InsureTracksy records the amounts you type. It does not bind cover, issue policies, connect to an insurer portal, or move money. Renewals radar is dates you type.

Contact

WhatsApp 070 373 6555 · info@mytracksy.com. Include your account email and the screen you were on.