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
Renewal management is included on every plan. Solo, Team, and Operating System.
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 |
Founding partners get 33% off. For life.
Solo $119/mo. Team $229/mo. Operating System $399/mo. One flat price per agency. No per-user fees. Priority support and direct product team access included.
$100 fully refundable deposit. Offer closes August 1, 2026. Limited to 20 agencies.