Policy Renewal & Payment Tracker

Local-first dashboard on your Mac. Dates use DD/MM/YYYY.

Theme colour
Local storage active
Today’s Focus
Total Policies
0
Active book
Renewal Follow-ups
0
Overdue + next 30 days
Payment Follow-ups
0
Renewed but unpaid
This Week’s Actions
0
Renewals + payments (next 7 days)
URGENT (Expired policies)
0
Overdue renewals not yet renewed

Add / edit policy

Save, import, export, and keep everything local on your Mac.

Client name
Insurer
Policy number
Product / plan
Annual premium (optional)
Renewal date (DD/MM/YYYY)
Type DD/MM/YYYY only.
Renewed?
Paid?

How follow-up works

Renewal follow-ups are due 30 days before renewal date (and stay until renewed). Payment follow-ups start immediately once Renewed = Yes and Paid = No.

Paid & renewed this year

Client
Insurer
Renewal
Year
Follow-up Lists
Renewals and payments needing attention now
Client Insurer Policy Renewal (DD/MM/YYYY) Status Actions
No policies yet. Add or import a CSV.