RenewalDesk: Insurance Tracker

Never miss a policy renewal or lose track of your book of business.

RenewalDesk is a focused insurance tracker for independent insurance agents. Keep clients, policies, expiration dates, renewal activity, and commissions organized in one place.

STAY AHEAD OF RENEWALS

See what needs attention before a policy expires. RenewalDesk helps you turn renewal dates into an organized workflow instead of another spreadsheet to check.

• See expired policies and upcoming renewals at a glance
• Review renewals due within 30, 60, and 90 days
• Set reminders for 90, 60, 30, 14, or 7 days before expiration
• Get a morning digest of renewals that need attention

MANAGE YOUR BOOK OF BUSINESS

Keep your insurance book organized around the clients and policies you already manage.

• Store client contact details and policy information together
• Track policy number, carrier, premium, policy type, expiration date, and renewal status
• Search clients by name, phone number, or policy number
• Import clients from Contacts or add them manually
• Record calls, emails, quotes, notes, and other renewal actions

TRACK RENEWAL COMMISSIONS

See the potential value of your renewal pipeline.

• Calculate expected commission from premium and commission rate
• View upcoming, earned, and pending commission information
• Understand your renewal workload and forecast from one dashboard

SEE YOUR BUSINESS CLEARLY

Use reports to understand your renewal activity and book.

• 12-month renewal calendar
• Renewal and commission forecast
• Carrier breakdown
• PDF and CSV export with Pro

WORK ACROSS YOUR APPLE DEVICES

With Pro, iCloud Sync keeps your RenewalDesk data available across iPhone, iPad, and Mac. Widgets can put upcoming renewals and commission information where you can see them at a glance.

PRIVATE BY DESIGN

RenewalDesk is local-first and does not require a corporate login or shared broker database. Your book stays on your device, with private iCloud Sync available when you enable it with Pro.

START FREE

Track up to 25 policies at no cost and explore the core RenewalDesk workflow before upgrading.

RenewalDesk Pro unlocks unlimited policies, iCloud Sync, widgets, full reports, and PDF and CSV export.

Built for independent insurance agents who want a simpler way to stay ahead of renewals, keep client and policy information organized, and know what is coming next.

Privacy Policy: https://khsalman.github.io/renewaldesk/privacy
Terms of Use: https://khsalman.github.io/renewaldesk/terms