Broker CRM Dashboard
Build a broker CRM in Reflex with Python, database-ready workflows, polished UI, and tools for broker CRM and client pipeline.
Sales & MarketingFinance
Insurance Renewal Tracker
Stay ahead of policy deadlines with insurance renewal software for broker renewal queues, readiness checks, premium summaries, and missing-information views.
OperationsFinance
About this template
Insurance Renewal Tracker is an insurance renewal software template for brokers and agency account-service teams organizing upcoming policy expirations. Renewal work can stall when deadlines, carrier details, and outstanding information sit in separate records. This workspace brings them into a renewal queue so teams can see what is due, what is ready for review, and which accounts still need information. Search renewals, sort by expiry date, or focus on Not started, In review, Quoting, Completed, and Missing info views. Each row shows the customer, line of business, carrier, workflow status, readiness, premium, and expiration. Readiness indicators help surface gaps before a renewal reaches its deadline, while the due-soon customer list keeps near-term accounts easy to find. Summary cards show premiums renewing within 60 days, policies expiring within 30 days, missing information, and completion progress. Customers and Carriers pages provide related account context for insurance renewal management across the agency's book of business. Built with Reflex and Python, the template can be adapted to your renewal review process, policy data, and carrier-service connections. Explore the renewal workflow with example policy and customer records.
Frequently asked questions
It is a starting point for insurance agency and account-service teams organizing renewal deadlines, policy details, and missing information across customer accounts.
Use the due-soon list, expiry-date sort, and expiring-in-30-days summary. Search the queue or select a workflow or Missing info filter to focus the review.
Each row shows the customer, line of business, carrier, workflow status, readiness, premium, and expiration. Summary cards also show upcoming renewal premiums and completion progress.
The template uses seeded policy records. It does not bind insurance or collect premium payments; connect the appropriate carrier and payment services when adapting it for your agency.
Connect your policy records and durable storage, add authentication and appropriate account permissions, and configure any carrier services your agency uses.