Insurance renewal management software
BrokerageLoop's renewal pipeline shows what's expiring and what's been done about it — with follow-up tasks raised straight from the policy record, in the same register as commissions, reconciliation and collections.
The renewal problem spreadsheets can't solve
Expiry dates end up buried in a tab nobody opens until it's urgent. Two people follow up with the same client because neither could see what the other already did. A renewal quietly lapses because the reminder was set on a laptop that changed hands eight months ago. None of this is a discipline problem — it's what happens when "what's expiring" and "what's been done about it" live in different places, or in no place at all.
How the renewal pipeline works
BrokerageLoop keeps a renewal pipeline that shows what is expiring and what has already been done about it, with follow-up tasks raised directly from the policy record rather than a separate to-do list that drifts out of sync. When a renewal needs a mid-term change first — a term extension, for instance — that's recorded as an endorsement against the policy, so the renewal and the change that led to it stay attached to the same history.
Renewals feed straight into the rest of the book
A renewed policy isn't a dead end in a spreadsheet — it's the start of a new commission cycle, a new set of insurer-statement lines to reconcile, and potentially a new collection to chase. Because renewals live in the same register as commissions, reconciliation and collections, a renewed policy carries its history forward instead of starting from a blank row.
| Renewal tracking | Spreadsheet | BrokerageLoop |
|---|---|---|
| Visibility into what's expiring | Only as current as the last manual update | Live renewal pipeline tied to the policy record |
| Who followed up, and when | Tribal knowledge or a separate notes file | Follow-up tasks raised from the policy record |
| Audit trail on changes | None by default | Append-only, with actor, timestamp and before/after state |
| Multiple people editing at once | Version conflicts, overwritten rows | One register, one source of truth |
| Arabic/English, RTL layout | [TODO] depends on tool | Bilingual, RTL-first |
Frequently asked questions
Does BrokerageLoop send renewal reminders automatically?
Yes — policy-expiry and expiring-soon notifications exist in the product, raised against the renewal pipeline. TODO(human): confirm whether these notifications go to clients as well as staff, or to staff only, before publishing this answer in full.
Can I control how far ahead renewals show up — 30, 60, 90 days?
Yes. Renewal due and at-risk windows are configurable per brokerage rather than fixed at 30/60/90 days.
What happens to an endorsement that happens right before renewal?
It's recorded as an endorsement against the existing policy — including term extensions — so the renewal reflects the policy's real, current terms.
Ready to run your book from one register?
Book a walkthrough with our team, in English or Arabic.