RenewalDesk

Never miss a policy renewal again. Track clients, commissions, and expiration dates -- all in one place. Built for independent insurance agents. Free to start.

RenewalDesk is the book-of-business tracker built exclusively for independent insurance agents. Every client, every policy, and every renewal deadline organized in one app that works the way you work.

NEVER MISS A RENEWAL AGAIN

RenewalDesk watches your entire book and alerts you before policies expire. Set reminders at 90, 60, 30, 14, or 7 days out for every policy automatically. A morning digest summarizes what needs your attention each day so you walk into every workday prepared.

YOUR BOOK AT A GLANCE

The dashboard shows exactly where every renewal stands: expiring this week, due in 30 days, due in 60 days, and overdue. See your full commission pipeline so you always know what your month is worth before it happens.

CLIENT AND POLICY MANAGEMENT

Add clients manually or import directly from your Contacts. Attach multiple policies per client across any line including auto, home, life, health, commercial, and umbrella. Log every call, email, and quote so you have a complete interaction history ready whenever a client calls.

COMMISSION TRACKING

Enter a policy's annual premium and your commission rate and RenewalDesk calculates the expected renewal commission automatically. Track earned, pending, and upcoming commissions across your entire book without touching a spreadsheet.

REPORTS AND EXPORT

Export a full PDF or CSV of your book any time. A 12-month renewal calendar, commission forecast chart, and carrier breakdown give you everything you need for producer reviews, principal meetings, or your own quarterly planning.

WORKS ACROSS ALL YOUR DEVICES

Enable iCloud sync and your book stays current on your iPhone, iPad, and Mac simultaneously. Add a client in the field and it appears on your desk before you get back to the office. Your data restores instantly to any new device.

HOME SCREEN WIDGETS

See your upcoming renewals and commission forecast without opening the app. Small, medium, and lock screen widgets keep your most important numbers visible throughout the day.

YOUR DATA STAYS YOURS

No corporate login. No shared broker database. Your data lives on your device and in your own iCloud account. Nobody else sees it.

FREE TO START, PRO TO GROW

Track up to 25 policies completely free. Upgrade to RenewalDesk Pro to unlock unlimited policies, iCloud sync across all your devices, home screen widgets, and full PDF and CSV export. Pro is available as a monthly subscription, yearly subscription, or one-time lifetime purchase.

Subscriptions renew automatically unless cancelled at least 24 hours before the end of the current period. Manage or cancel anytime in your Apple ID settings.

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