Renewal Tracker

Manage your entire renewal pipeline end-to-end

26 Feb 2026
7
Due This Week
Immediate action needed
45
Due This Month
Within 30 days
28
Contacted
Follow-ups logged
↑ 12%
63
Renewed MTD
Month-to-date conversions
Kanban View
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Calendar View
Upcoming
3
POL-2026-00234 2d left
Rajesh Kumar
Star Health · ₹24,500
Arjun Kumar  ·  27 Feb
POL-2026-00456 5d left
Priya Singh
HDFC Ergo · ₹18,200
Arjun Kumar  ·  28 Feb
POL-2026-00678 12d left
Kavitha Nair
New India · ₹9,800
Arjun Kumar  ·  3 Mar
Contacted
2
POL-2026-00789 6d left
Arun Patel
ICICI Lombard · ₹31,000
Sneha Rao  ·  27 Feb
POL-2026-00901 14d left
Deepak Sharma
Bajaj Allianz · ₹14,600
Sneha Rao  ·  5 Mar
Quote Shared
2
POL-2026-01023 7d left
Meena Krishnan
Star Health · ₹22,000
Arjun Kumar  ·  28 Feb
POL-2026-01145 18d left
Suresh Reddy
Niva Bupa · ₹28,500
Sneha Rao  ·  10 Mar
Negotiation
1
POL-2026-01256 3d left
Anita Desai
Tata AIG · ₹42,000
Arjun Kumar  ·  26 Feb
Renewed ✓
2
POL-2026-01380 Renewed
Ravi Shankar
HDFC Ergo · ₹19,000
Sneha Rao  ·  24 Feb
POL-2026-01421 Renewed
Shalini Mehta
Star Health · ₹16,500
Arjun Kumar  ·  25 Feb
Lost ✗
1
POL-2026-01502 Lapsed
Mohan Das
United India · ₹8,400
Sneha Rao  ·  Expired 23 Feb
All Critical ≤3d High ≤7d Medium ≤15d Low ≤30d
Policy Customer Insurer Due Date Days Left Premium Status POS Agent Actions
POL-2026-00234
Rajesh Kumar
Motor · Comprehensive
 Star Health 28 Feb 2026 2d ₹24,500 Upcoming
Arjun Kumar
POS Agent
POL-2026-01256
Anita Desai
Health · Family Floater
 Tata AIG 1 Mar 2026 3d ₹42,000 Negotiation
Arjun Kumar
POS Agent
POL-2026-00456
Priya Singh
Health · Individual
 HDFC Ergo 3 Mar 2026 5d ₹18,200 Upcoming
Arjun Kumar
POS Agent
POL-2026-00789
Arun Patel
Motor · Third Party
 ICICI Lombard 4 Mar 2026 6d ₹31,000 Contacted
Sneha Rao
POS Agent
POL-2026-00678
Kavitha Nair
Health · Senior Citizen
 New India Assurance 10 Mar 2026 12d ₹9,800 Upcoming
Arjun Kumar
POS Agent
POL-2026-00901
Deepak Sharma
Motor · Comprehensive
 Bajaj Allianz 12 Mar 2026 14d ₹14,600 Contacted
Sneha Rao
POS Agent
POL-2026-01023
Meena Krishnan
Health · Individual
 Star Health 16 Mar 2026 18d ₹22,000 Quote Shared
Arjun Kumar
POS Agent
POL-2026-01145
Suresh Reddy
Health · Family Floater
 Niva Bupa 20 Mar 2026 22d ₹28,500 Quote Shared
Sneha Rao
POS Agent
Showing 8 of 45 renewals due this month
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