# RenewalDesk: Insurance Agent — Policy Renewal Tracker & CRM > Insurance agent policy tracker for clients, renewals, and commissions. (iPhone/iPad app by Khawaja Salman Nadeem.) - Source: https://appshunter.io/ios/app/renewaldesk-insurance-agent/id6787748262 (this page in markdown: same URL + `.md`) - Developer: [Khawaja Salman Nadeem](https://appshunter.io/developer/6771928141) - Category: Business, Finance - Price: Free with in-app purchases - Rating: 5.00/5 from 1 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 18.0 · 15 MB - Languages: American English - Released: 2026-07-15 - Data updated: 2026-10-13 - Monetization: free with in-app purchases - User reviews in markdown: https://appshunter.io/ios/app/renewaldesk-insurance-agent/id6787748262/reviews.md ## What is RenewalDesk? 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 ## Key features - Policy renewal reminders - Client and policy management - Commission tracking - Dashboard overview - Data export (PDF/CSV) - iCloud sync - Home screen widgets ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | RenewalDesk Pro Monthly | $9.99 | per month | | RenewalDesk Pro Yearly | $79.99 | per year | **One-time purchases** | Purchase | Price | Type | | --- | --- | --- | | RenewalDesk Lifetime | $149.99 | one-time | ## Is RenewalDesk safe? Not enough ratings yet to assess RenewalDesk. ## Is RenewalDesk legit? RenewalDesk: Insurance Agent appears legitimate, with a few gaps. The AppsHunter Legitimacy Score for RenewalDesk is 65 out of 100 points across 7 verification signals from App Store and developer data. ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/renewaldesk-insurance-agent/id6787748262/reviews.md ### 5/5 — User friendly *2026-08-21* An insurance policy tracker that keeps renewals, clients, and commissions organized. Clean, fast, and genuinely useful. ## Frequently asked questions about RenewalDesk ### How does RenewalDesk help me avoid missing policy renewals? RenewalDesk automatically tracks your entire book of business and sends alerts at 90, 60, 30, 14, or 7 days before policies expire. It also provides a daily morning digest of urgent tasks. ### What kind of clients and policies can I manage with RenewalDesk? You can manage all types of clients and policies, including auto, home, life, health, commercial, and umbrella. You can add clients manually or import from your contacts and attach multiple policies per client. ### How does RenewalDesk handle commission tracking? RenewalDesk allows you to enter a policy's annual premium and your commission rate to automatically calculate expected renewal commissions. It tracks earned, pending, and upcoming commissions across your entire book. ### Can I access my RenewalDesk data on multiple devices? Yes, with RenewalDesk Pro, you can enable iCloud sync to keep your book current across your iPhone, iPad, and Mac simultaneously. Your data restores instantly to any new device. ### What are the pricing options for RenewalDesk? RenewalDesk is free to start, allowing you to track up to 25 policies. For unlimited policies, iCloud sync, widgets, and export features, you can upgrade to RenewalDesk Pro via a monthly subscription ($9.99), yearly subscription ($79.99), or a one-time lifetime purchase. ### How do I cancel my RenewalDesk Pro subscription? Subscriptions renew automatically unless cancelled at least 24 hours before the end of the current period. You can manage or cancel your subscription anytime in your Apple ID settings. ### Is my data secure with RenewalDesk? Yes, your data is private and secure. It lives on your device and in your own iCloud account, with no corporate login or shared broker database. Nobody else sees your data. ### Does RenewalDesk have ads? No, RenewalDesk does not contain advertisements. The app is free to start and offers optional in-app purchases for premium features. ## Version history (last 5 releases) ### 4.0 — 2026-10-05 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 ### 3.0 — 2026-09-13 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. ### 2.0.0 — 2026-09-05 **RenewalDesk 2.0 is here.** A more powerful way to manage your insurance book of business. • Smarter renewal tracking and reminders • Improved client and policy management • Enhanced commission forecasting and reports • Better iCloud Sync and multi-device experience • Improved widgets and everyday usability • A more polished, faster, and reliable experience Stay organized, stay ahead of renewals, and keep your business moving. ### 1.1 — 2026-07-19 This v1.1 (Build 2)contains: - Keyboard fixes — dismisses on tap/scroll throughout the app. ### 1.0 — 2026-07-15 No release notes. ## Apps similar to RenewalDesk | App | Rating | Price | Category | | --- | --- | --- | --- | | [CookinGenie for Chefs](https://appshunter.io/ios/app/cookingenie-for-chefs/id1611731974) | 5.0 (7) | Free | Business | | [Aala Cabs - Driver](https://appshunter.io/ios/app/aala-cabs-driver/id6468871176) | — | Free | Business | | [Quility Agent Events](https://appshunter.io/ios/app/quility-agent-events/id1633634821) | 5.0 (10) | Free | Business | | [EA Express](https://appshunter.io/ios/app/ea-express/id6740409995) | — | Free | Business | | [Leads Manager](https://appshunter.io/ios/app/leads-manager/id1439567874) | 3.4 (22) | Free | Business | ## More apps by Khawaja Salman Nadeem - [Receipt Digitizer: Scanner](https://appshunter.io/ios/app/receipt-digitizer-scanner/id6771928139) - [PillVault - Pill Reminder](https://appshunter.io/ios/app/pillvault-pill-reminder/id6773266360) - [Duplicate Photo & Video Finder](https://appshunter.io/ios/app/duplicate-photo-and-video-finder/id6774906761) - [Vow - Habit & Streak Tracker](https://appshunter.io/ios/app/vow-habit-and-streak-tracker/id6777075479) - [MicroHabit Physics](https://appshunter.io/ios/app/microhabit-physics/id6779247649) - [ReefDose: Reef Tank Tracker](https://appshunter.io/ios/app/reefdose-reef-tank-tracker/id6782320223) All apps by Khawaja Salman Nadeem: https://appshunter.io/developer/6771928141 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-13.*