RenewalDesk: Insurance Agent

Built for independent insurance agents, brokers, and producers who manage their own book of business. RenewalDesk helps you stay ahead of policy renewals, organize your book, track renewal commissions, and understand your business with professional reports. Everything you need to manage your renewal workflow, without spreadsheets or a complicated agency management system. STAY AHEAD OF POLICY RENEWALS Know which policies are approaching expiration before a lapse happens. RenewalDesk gives you a clear view of what is coming up and what needs your attention. • See upcoming and expired policies at a glance • Track renewals due in 30, 60, and 90 days • Set expiration reminders 90, 60, 30, 14, or 7 days in advance • Get a morning digest of policies that need attention • Mark policies renewed or lost and keep your renewal history organized • Roll renewed policies forward into their next term MANAGE YOUR BOOK OF BUSINESS Keep your clients, policies, carriers, and renewal activity together in one organized workspace. • Store client contact details and policy information • Track policy number, carrier, premium, policy type, expiration date, and renewal status • Search by client name, phone number, or policy number • Import clients directly from Contacts or add them manually • Keep notes and renewal activity for every client • Log calls, emails, quotes, notes, and other renewal actions • Manage the carriers you work with TRACK RENEWAL COMMISSIONS Know what your renewal pipeline is worth and understand where your commissions are coming from. • Calculate expected commission from premium and commission rate • Track upcoming, earned, and pending commissions • See commission totals across your book • Forecast future renewal commissions • Understand your commission pipeline before renewals arrive TURN YOUR BOOK INTO PROFESSIONAL REPORTS Get a clearer picture of your renewal business and create polished reports you can share with clients and colleagues. • Renewal Calendar • Commission Forecast • Carrier Breakdown • Carrier Win/Loss • Full-color charts • Stat summaries • Branded PDF layouts • PDF and CSV export Use reports to understand upcoming renewal activity, review commission opportunities, see how your business is distributed across carriers, and identify carrier renewal performance. SEE YOUR RENEWAL BUSINESS AT A GLANCE The Dashboard brings your most important numbers and upcoming work together in one place. • Upcoming renewal activity • Expired policies • Commission forecast • Book statistics • Recent renewal activity • Quick access to clients and policies Widgets also put important information where you can see it without opening the app. WORK ACROSS YOUR APPLE DEVICES RenewalDesk is designed for the Apple ecosystem. Pro users can privately sync their book across iPhone, iPad, and Mac with iCloud. Home screen and Lock Screen widgets help you stay aware of upcoming renewals and commission totals throughout the day. PRIVATE BY DESIGN Your book of business is yours. RenewalDesk is local-first and does not require a corporate login or shared broker database. Your data stays on your device, with optional private iCloud Sync available with Pro. START FREE Track up to 10 policies at no cost and experience the RenewalDesk workflow before upgrading. Pro unlocks: • Unlimited policies • Commission Forecast • Full reports • PDF and CSV export • Private iCloud Sync • Home screen widgets • Lock Screen widgets Whether you manage a small personal book or a growing portfolio of policies, RenewalDesk gives you a focused way to stay organized, protect your renewals, and know what is coming next. Built for insurance agents, brokers, and producers who want a simpler way to manage their book of business and stay ahead of every renewal. Privacy Policy: https://khsalman.github.io/renewaldesk/privacy Terms of Use: https://khsalman.github.io/renewaldesk/terms