Renewal Management
Stop losing clients at renewal.
Most agencies find out about renewals too late. HarborIQ surfaces expiring policies weeks in advance so your team re-quotes proactively, not reactively.
Renewals surfaced weeks in advance
See every expiring policy on a single dashboard, sorted by date and priority. No more spreadsheet tracking.
Priority escalation for high-value clients
High-premium clients and clients with rate increases get flagged first. Focus retention where it matters most.
Re-quote before they shop
Proactive renewal outreach means your clients hear from you before they hear from a competitor. Fewer lapses, more retention.
Retention tracking over time
See your retention rate by agent, by month, by line of business. Know whether your agency is growing or leaking.
How it works
Policies populate automatically
When you add client policies, renewal dates are tracked automatically. No separate data entry required.
Dashboard shows what's coming
The renewals dashboard shows policies expiring in the next 30, 60, and 90 days with priority indicators.
Your team takes action
Each renewal has a clear next step: re-quote, contact client, or confirm renewal. Progress is tracked in real time.
Availability
Renewals live in the Agency plan, where your book is: $199/mo solo, $399/mo for 2 to 5 people, $599/mo for 6 to 15. Same product at every price, never per person.
How HarborIQ compares
Spreadsheet-based renewal tracking is how agencies lose clients. HarborIQ makes renewals a system, not a memory exercise.
| Feature | HarborIQ | Typical AMS |
|---|---|---|
| Renewal dashboard | Dedicated view with 30/60/90 day horizon | Basic reminders or spreadsheets |
| Priority escalation | High-value clients flagged automatically | Manual prioritization |
| Rate change tracking | Price changes surfaced per renewal | Discovered during re-quote |
| Retention reporting | Built-in retention metrics by agent and line | Manual calculation in Excel |
| Proactive outreach | Automated reminder notifications | Calendar-based manual tracking |
Start today. Move the book when you're ready.
Markets is $199/mo at any size, live the same day. Agency runs the whole operation at $199 solo, $399 for 2 to 5, and $599 for 6 to 15. Published, month to month, never per person.
Annual prepay: a month free, and the book import free. One month's fee for the import on monthly. See pricing.