RenewalDesk: Insurance Agent
Policy Renewal Tracker & CRM
Free · In‑App Purchases · Designed for iPad. Not verified for macOS.
Professional PDF reports for your insurance book. Track renewals, forecast commissions, analyze carriers, and monitor policy expirations.
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
Version 4.0 brings a major upgrade to reporting.
• Create polished PDF reports with full-color charts, stat summaries, and branded layouts
• Export Renewal Calendar, Commission Forecast, Carrier Breakdown, and Carrier Win/Loss reports
• Commission Forecast is now available with Pro
• Free accounts can now track up to 10 policies
• Updated Pro experience with the yearly plan highlighted as the best value
• Bug fixes and performance improvements
• Brand new icon
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
- 15.8 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