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Insurance Policy Renewal Tracker for Brokers

Why This is an Opportunity

Existing tools don't cater to the varied renewal timelines across carriers, forcing brokers into tedious manual oversight. This tracker centralizes policy data and automates renewal alerts, reducing client loss risks.

Key Pain Points

  • Different carrier timelines are handled manually.
  • Spreadsheet management is error-prone for renewals.
  • Missing renewals results in losing business clients.
  • Manual tracking takes up many hours per week.
Market Opportunity
Insurance Broker Management Software Market
Current Size (2026)
$1.5B
Projected (2036)
$3.9B
CAGR
0.1%
This market is projected to grow 159% over the next 10 years, reaching $3.9B by 2036.

Original Discovery

Insurance brokers handling multiple small business clients struggle with tracking policy renewals across carriers. Each carrier's unique timeline means using separate spreadsheets, risking missed renewals and lost clients. A centralized tracker that alerts brokers to upcoming expirations could prevent client churn.

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