AI Renewals for Insurance Agents
See which policies need review, which clients need contact, and what revenue is at risk before the renewal window closes.
Insurance renewal tracking organizes policy dates, review alerts, client contact, and next actions. unLocked combines a Renewal Dashboard with 30-, 60-, and 90-day windows, enrollment-period grouping, risk scoring, and a bulk review workflow. Tracking and review do not mean every policy is automatically re-quoted or renewed.
In This Guide
Detect Rate Increases Early
Review alerts flag rate increases above 10% and benefit changes for agent attention. Confirm the policy information and client needs before deciding whether a fresh comparison is appropriate.
Automatic Re-Shop
Start a new comparison from the saved contact and policy context when a review calls for it. Use the appropriate life, Medicare, ACA, or ancillary quoter and verify eligibility and coverage fit; a review flag does not automatically run every carrier or replace a policy.
Protect Revenue-at-Risk
The Renewal Dashboard organizes policies in 30-, 60-, and 90-day windows with enrollment-period grouping, bulk review progress, and revenue-at-risk metrics. Assign an owner, record contact attempts, and track the client decision.
Start Free
Choosing Insurance Renewal Tracking Software
Insurance renewal tracking software turns policy dates and coverage changes into a client-review queue. unLocked's Renewal Dashboard shows 30-, 60-, and 90-day windows, enrollment-period grouping, review alerts, retention risk, bulk outreach progress, and revenue at risk. Tracking identifies work to review; it does not mean every policy is automatically re-quoted or renewed.
- Confirm effective and renewal dates before relying on the upcoming-renewal view.
- Prioritize policies with premium changes, benefit cuts, carrier exits, or missing recent client contact.
- Assign an owner and track whether the client was contacted, reviewed, or is still awaiting a decision.
- Distinguish Medicare plan-year reviews, ACA household/subsidy reviews, and life policy anniversaries rather than treating every line as an annual replacement.
Check It In A Demo
Open the next 90 days of policies, identify a case needing review, inspect the client history, mark outreach progress, and compare the saved quote only when a new quote is appropriate.
An alert is not a completed client review or a guaranteed retention outcome. Eligibility, enrollment periods, carrier rules, and client approval still govern any change. Commission Auto Sync payment reconciliation is on Max.
Frequently Asked Questions
Which lines?+
How early is the alert?+
Cost?+
Ready to See It in Action?
Start your 14-day free trial. No contract required.