See whose premium is due
Premiums that are due and overdue in one list, so renewals stop hiding in a diary or a spreadsheet.
For insurance agents & financial advisors
Never miss a premium renewal. Remind clients in one tap.
Track every client's policy renewals and remind them on WhatsApp before a premium lapses.
- 30-day free trial, no card
- Flat ₹499 a month for the whole agency
- Works on phone and computer
1listof premiums due
1tapto remind a client
₹499/monthflat for the whole agency
30daysfree trial, no card
What is RenewPe?
RenewPe in one paragraph
RenewPe is premium renewal tracking and client management software for insurance agents and financial advisors in India. It keeps your clients, their policies, the premium due dates and your WhatsApp reminders in one place, so you always know whose premium is due and can remind them before it lapses.
Features
Everything you need to keep every renewal on track
Remind in one tap on WhatsApp
A polite renewal reminder, already written and addressed to the client, opens in your own WhatsApp. You tap send.
Premiums follow the real renewal date
For an existing policy, set its renewal date when you add it, and the premium falls due on that date each yearly, quarterly or monthly cycle.
Every client and policy in one list
Name, phone and the policies you look after for them. One place, even when your client list grows.
Payments that stay true
Mark a premium paid when the client confirms or you collect it. Entries are never overwritten; a correction is voided and re-entered.
Enquiries before they become clients
Note each new enquiry, follow up and convert it into a client when they say yes.
How it works
Up and running before your next client visit
Create your agency account
No card, 30 days free. You are in straight away.
Add clients and their policies
The premium amount, how often it repeats and, for a running policy, its renewal date.
Check who is due, remind early
Open the due list, send a pre-written WhatsApp reminder and mark the premium paid when the client confirms.
Who it is for
Made for agents who look after a growing book of clients
Insurance agents
Life, health and general insurance agents tracking yearly, quarterly or monthly premiums.
Mutual fund distributors
Keep clients and the recurring amounts or fees you remind them about.
Financial advisors
A simple client and reminder list for a solo or small practice.
Agency assistants
Managers can record payments and follow up while the owner keeps control.
Security you can see
Protection for policyholders' details, built into the sign-in
New agencies start with these protections already set, so you do not have to configure anything to be safe.
- App-lock PINRequired on every device by default, so a lost phone does not open policyholders' details.
- Authenticator sign-in (MFA)A second step at sign-in that each person can turn on. The owner can require it.
- Separate data per agencyYour policyholders are visible only to your agency. Every request is checked on the server, and wrong-agency access is tested.
- Payments that cannot be editedA mistake is cancelled and re-entered, never overwritten, and every entry shows who made it.
How signing in works
- 1. Your passwordStored only as a one-way scrambled hash, so not even we can read it.
- 2. Optional: an authenticator codeA six-digit code that changes every 30 seconds, from an app on your phone.
- 3. Your app-lock PINLocks the app whenever it is opened or left for a minute. The server checks it, not the phone.
Frequently asked questions
What is RenewPe?
RenewPe is premium renewal tracking and client management software for insurance agents and financial advisors in India. It keeps your clients, their policies, the premium due dates and your WhatsApp reminders in one place, so you can see whose premium is due and remind them before it lapses.
Who is RenewPe for?
LIC and other insurance agents, mutual fund distributors and financial advisors who look after a book of clients with yearly, quarterly or monthly premiums and want a simple way to remember and remind every renewal.
How does RenewPe know when a premium is due?
You tell it. When you add a client's policy you choose how often the premium repeats (yearly, quarterly or monthly) and, for an existing policy, set the renewal date. Premiums then fall due on that date each cycle. RenewPe is not connected to insurers, so it does not look up policy status.
Can RenewPe send WhatsApp reminders for premium renewals?
Yes. For each client whose premium is due or overdue, RenewPe opens WhatsApp with a polite reminder already written and addressed to that client. You review it and tap send from your own WhatsApp number.
Does RenewPe connect to insurance company systems?
No. RenewPe does not connect to any insurer, fetch policy status or pay premiums to the insurer. You record the policy and its premium yourself and mark a premium paid when the client confirms or you collect it.
Does RenewPe track commission?
No. RenewPe tracks the premiums your clients need to pay and your reminders. It does not calculate or track commission, brokerage or payouts.
Does RenewPe store policy documents?
No. It stores client contact details, policies and premium dates, not scanned documents or KYC papers.
How is client data protected?
New insurance agencies start with an app-lock M-PIN required on every device, and can switch on authenticator-app sign-in (MFA) as well. Each agency only ever sees its own data, and payment records are never edited: a mistake is voided and entered again, so the history stays intact.
Is there a free trial, and how much does RenewPe cost?
Yes. You get 30 days free with the whole product and no card. After that RenewPe is a flat monthly plan for the whole agency: Starter at ₹499 a month or Pro at ₹1,999 a month, not per client or per user.
Does it work on a phone?
Yes. RenewPe runs in your phone's browser as well as on a computer, so you can check who is due and send a reminder between client visits.
What RenewPe does not do (today)
- It is not connected to insurers: it does not fetch policy status, pay premiums to the insurer or confirm that a policy is in force.
- It does not track commission, brokerage or payouts.
- It does not store policy documents or KYC papers.
- It does not send reminders by itself from a shared number; each reminder opens in your own WhatsApp and you tap send.
- It does not give insurance or investment advice, or compare products.