Derby Group — Employee Insurance Tracker

Employee Insurance Tracker

Dashboard view:

Total members

Principals (employees)

Dependents

Active covers

Upgraded covers

Total premium (AED)

Payable by employees (AED)

Client margin (AED)

Est. credit notes (AED)

HRMS ID	Member Code	Member ID No	Member Name	Relationship	Passport No	EID No	Date of Birth	Nationality	Client Contract	Service Type	Provider	Network	Category	Broker	Eligibility	Upgraded	Premium (AED)	Margin (AED)	Addl Premium	Addl Borne By	Premium Borne By	Start Date	End Date	Status	Insurer Informed	Invoice No	Credit Note No	Docs	Actions

Add employee

All fields are mandatory. End date is required only when status is Left Company or Cancelled.

Member details

HRMS Employee ID *

Member code

Auto: HRMS ID for employee, HRMS-1, HRMS-2… for dependents

Member name *

Relationship with principal *

Date of birth *

Nationality *

Passport number *

Emirates ID number *

Client Contract *

Service type *

Insurance details

Insurance provider company *

Insurance network *

Insurance category *

Insurance broker *

Insurance eligibility (as per policy) *

The cover this member is entitled to under the policy

Cover & premium

Upgraded network / policy? *

Select Yes if cover differs from policy eligibility

Premium (AED / year) *

Member ID / insurance card no

Premium borne by *

Dependent additions / upgrades paid by employee → "Payable by Employee"

Status *

Insurance start date *

Insurance end date

Documents

Grouped by transaction type. All documents should be received as a single merged PDF, with the census provided separately to the Insurance Team. Files are uploaded to the server and named by member code.

Employee Insurance Tracker

Add employee

Request

Review request

Add user

Add role

Save your recovery codes

One-time password

Finance — invoice & credit note tagging

Bulk upload — review

Settings

Set a new password

Set up two-factor authentication

Two-factor authentication