Clients and policies
Name, phone and the policies you look after for each client.
Insurance agent software for policies, premiums and renewals
RenewPe is software for insurance agents that keeps your clients, their policies, the premium amounts and renewal dates in one place, and shows whose premium is due or overdue so you can remind them on WhatsApp in one tap. It is not connected to any insurer.
- Free trial, no card
- Flat ₹499 a month for the whole agency
- Works on phone and computer
What it keeps
Your whole book in one list instead of a diary and WhatsApp chats
Premium and cycle
The amount and whether it repeats yearly, quarterly or monthly.
Renewal date
For a policy that is already running, set its real renewal date so premiums fall due on it each cycle.
Due and overdue
See whose premium is due soon and whose is overdue, in one list.
Day to day
Built for an agent on the move
One-tap reminders
A polite renewal reminder, pre-written and addressed to the client, opens in your own WhatsApp.
Payments that stay true
Mark a premium paid when the client confirms or you collect it. Entries are never overwritten.
New enquiries
Keep prospects in a separate list with follow-ups and convert them when they buy.
Your assistant
Add managers so an assistant can record payments and follow up, while ownership stays with you.
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.
Frequently asked questions
What is insurance agent software?
Software that helps an agent manage clients, policies and premium renewals. RenewPe tracks clients, policies, premium amounts and dates, and helps you remind clients; it is not connected to insurers and does not track commission.
Does RenewPe connect to insurance companies?
No. It does not fetch policy status or pay premiums to the insurer. You record each policy and mark premiums paid yourself.
Is RenewPe affiliated with any insurer?
No. RenewPe is independent software made by Codevel Technologies LLP and is not affiliated with or endorsed by any insurance company.
How much does it cost?
Starter is ₹499 a month and Pro is ₹1,999 a month for the whole agency, not per client or per user, with a free trial and no card.