RenewalDesk: Insurance Agent
Policy Tracker for Agents
Free · In‑App Purchases · Designed for iPad. Not verified for macOS.
Know which policies are expiring before your clients lapse. Track commissions, manage your book, and stay ahead of every renewal. Free to start.
Built for independent insurance agents, brokers, and producers who manage their own book of business.
RenewalDesk keeps your clients, policies, expiration dates, and renewal commissions organized. No spreadsheets.
STAY AHEAD OF POLICY RENEWALS
Know which policies are approaching expiration before a lapse happens. RenewalDesk turns your renewal dates into a clear, organized workflow.
• See expired policies and upcoming renewals 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 today
MANAGE YOUR BOOK OF BUSINESS
Keep your insurance book organized around the clients and carriers you already work with.
• Store client contact details and policy information in one place
• Track policy number, carrier, premium, type, expiration date, and renewal status
• Search by client name, phone number, or policy number
• Import from Contacts or add clients manually
• Log calls, emails, quotes, notes, and renewal actions for every client
TRACK RENEWAL COMMISSIONS
See the value of your renewal pipeline before the month is over.
• Calculate expected commission from premium and commission rate
• View upcoming, earned, and pending commissions by policy
• See your full book and commission forecast from one dashboard
VIEW YOUR BOOK IN REPORTS
Understand your renewal activity across your entire book.
• 12-month renewal calendar
• Renewal and commission forecast
• Carrier breakdown
• PDF and CSV export (Pro)
WORKS ACROSS APPLE DEVICES
RenewalDesk Pro syncs your book across iPhone, iPad, and Mac with iCloud. Home screen and lock screen widgets put upcoming renewals and commission totals where you can see them without opening the app.
PRIVATE BY DESIGN
Local-first. No corporate login required. No shared broker database. Your book of business stays on your device, with optional private iCloud Sync available with Pro.
START FREE
Track up to 25 policies at no cost and try the full RenewalDesk workflow before you upgrade.
Pro unlocks unlimited policies, iCloud Sync, home screen widgets, full reports, and PDF and CSV export.
Built for agents and brokers who want a simpler way to stay on top of renewals, protect their book of business, and know exactly what is coming next.
Privacy Policy: https://khsalman.github.io/renewaldesk/privacy
Terms of Use: https://khsalman.github.io/renewaldesk/terms
This update is a stability and polish release.
We improved how and when RenewalDesk asks for your feedback, choosing moments when you have just gotten real value from the app rather than interrupting your workflow.
If RenewalDesk is helping you stay on top of renewals, leaving a review in the App Store is the best way to support independent development. Thank you.
The developer, Khawaja Salman Nadeem, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Purchases
- Contact Info
- Contacts
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Khawaja Salman Nadeem
- Size
- 15.7 MB
- Category
- Business
- Compatibility
Requires iOS 18.0 or later.
- iPhone
Requires iOS 18.0 or later. - iPad
Requires iPadOS 18.0 or later. - Mac
Requires macOS 15.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 2.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- RenewalDesk Lifetime $49.99
- RenewalDesk Pro Yearly $29.99
- RenewalDesk Pro Monthly $3.99
- Copyright
- © 2026 Khawaja Salman Nadeem