RenewalDesk gives independent insurance agents a complete view of their book of business. Track policy expirations, forecast commissions, manage clients and carriers, and export branded reports — all private on your device.
Built for independent agents who manage their own renewals — no spreadsheets, no missed expirations.
30, 60, and 90-day urgency dashboards surface the policies that need attention right now. Expired policies are flagged separately so nothing slips through.
12-month commission forecast charts built from your policy data. See projected income by carrier and month — free users get a 3-month view, Pro unlocks the full year.
Full client profiles with linked policies, logged actions, and notes. Import directly from your iOS Contacts or add manually. Swipe to call or archive.
Configurable renewal reminders at 90, 60, 30, 14, and 7 days before expiration, plus a morning digest. Never rely on memory again.
Renewal heat map calendar, carrier donut chart, and forecast bar chart. Pro exports branded PDF and CSV reports for your records or client meetings.
Home Screen widgets show renewals due this week and the 30-day pipeline. Lock Screen circular widget shows your 30-day count at a glance. Pro only.
Import clients from Contacts or add manually. Attach policies with premium, commission rate, carrier, and expiration date — RenewalDesk calculates expected commission automatically.
Your dashboard surfaces the 30/60/90-day urgency buckets every morning. Log actions, schedule calls, and mark policies renewed — a fresh active policy rolls forward automatically.
Review your commission forecast, carrier mix, and renewal heat map. Export a branded PDF summary for your own records or to share with your agency.
Track up to 25 policies free. Upgrade Pro for unlimited policies, iCloud sync, full reports, and widgets.
Forever
/year, auto-renews
/month, auto-renews
One-time purchase
Download RenewalDesk free and take control of your renewal pipeline today.
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