Free Insurance Renewal Tracker for Agents
All client policies with insurer, type, premium and renewal date. Expiring policies show up 30 days ahead so you never lose a renewal to another agent.
QUICK ANSWERAn insurance renewal tracker keeps each policy’s client, insurer, type (motor, health, life), premium and renewal date, and flags renewals coming up in the next 30 days. Send a reminder with the premium and renew the record after the policy is renewed.
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Want this synced, automatic and collecting payments?
- Same workflow in a free FastFee account, on every device and for your whole team
- Automatic WhatsApp reminders before and after due dates
- Payment links, UPI and AutoPay with auto receipts and live “paid” status
What you get free in the Insurance Renewal Tracker for Agents
- ✅ Policy type summary
- ✅ 30-day renewal window
- ✅ Premium amount
- ✅ Renew with history
- ✅ WhatsApp reminders
Free alternative to agent CRMs
| Tool | What it costs | What you get free here |
|---|---|---|
| FastFee Insurance Renewal Tracker for Agents | ₹0, no limits | Policy type summary · 30-day renewal window · Premium amount |
| Insurance agent CRMs | Monthly subscriptions | Renewal reminder CRM, free |
Prices are approximate starting prices seen on public pricing pages and app listings in 2026 and change often; check each provider for current plans. Product names belong to their owners. FastFee is not affiliated with them. Paid tools often include features this free tool does not, such as accounting, GST filing or multi-user sync.
How to use the Insurance Renewal Tracker for Agents
- STEP 1Add your business detailsEnter your business name and UPI ID once. They are used in every reminder and receipt.
- STEP 2Add policysAdd one at a time, paste a list from Excel or Google Sheets, or try the sample data first.
- STEP 3Track and updateRecord full or part payments; balance, status and ageing update instantly.
- STEP 4Remind and exportTap Remind to open WhatsApp with the message filled in. Export CSV or print anytime.
Frequently asked questions
Can I collect the premium through this tool?
Premiums should be paid to the insurer through official channels. Use the reminder to share the insurer’s payment link; the tool tracks the renewal.
Is this tool free? Do I need to sign up?
Yes, it is completely free with no login and no limit on entries. Signing up for a free FastFee account is optional and adds sync across devices, team access, automatic reminders and online payment collection.
Where is my data stored?
Only in your browser on this device (local storage). Nothing is uploaded to FastFee. Clearing browser data deletes it, so export a CSV or PDF backup regularly.
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