The renewal calendar
Sixty, thirty and seven days out, per client and per insurer. A renewal missed is a client gone, and it happens by silence rather than decision.
TEMPLATES / INSURANCE BROKERS
Policies, renewals & commission
Every policy you placed, the date it renews, and the commission you are owed for it.
Renew the book you already have instead of losing it quietly.
5–10 days
To a system your team is using
Your language
And your country's rules and currency
From €29
Per month, everything included
01 What you get
One client, every policy
Motor, home, health, business — and the gaps. The cross-sell is visible instead of remembered.
Commission you can check
Expected against received, per insurer and per policy, so a short statement is a question rather than a shrug.
Instalments that lapse
Policies paid in instalments and which instalment is due next, because that is where cover quietly falls over.
02 Who it is for
Built for insurance brokers
Insurance brokers and agencies running a personal-lines and small-commercial book across several insurers.
AND THEN YOU CHANGE IT
No two businesses in the same trade work identically, so the template is a starting point rather than a finished product. You describe how yours differs — the extra field, the different rule, the report someone asks for every month — and it is adapted. That keeps happening for as long as you use it.
03 Other starting points
Accounting firms
Client & deadline tracker
Every client, what they owe you, and which filing deadline is next — in one screen instead of a spreadsheet per person.
The resultStop missing filing deadlines and chasing documents by phone.
Law firms
Matters, hearings & billable time
Every matter, the next hearing date, and the hours nobody wrote down — recorded while the work is still being done.
The resultBill the hours you actually worked and never miss a court date.
Estate agencies
Properties, viewings & buyer matching
Every listing, every registered buyer, and the match between them made the morning a property comes in.
The resultCall the right five buyers the day a property lands, not the week after.
Close, but not quite your business? That is normal — the templates are a head start, not a catalogue. Tell us what you do →