RenewalDesk
Insurance Agent Policy Tracker
About
Organize your insurance client book and track policy renewals to avoid missed deadlines. Manage clients, policies, and commissions with detailed reports and cross-device sync. Start free and upgrade for unlimited features.
What's New in RenewalDesk
1.1
July 19, 2026
This v1.1 (Build 2)contains: - Keyboard fixes — dismisses on tap/scroll throughout the app.
MoreSubscription plans
RenewalDesk Pro Monthly
All Pro features, renews monthly.
In-App Purchases
$149.99
RenewalDesk Lifetime
All Pro features, forever. One-time purchase.
Developer apps
FAQ
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.