median time to surface stalled strategy decisions before marketing deadlines get tight.
Built for independent commercial brokerages
Start renewals earlier. Keep account teams aligned. Protect retention before accounts go sideways.
RenewPilot gives agency principals, operations leaders, and commercial lines managers a disciplined renewal workflow for mid-market books. Account managers know what needs to move now, producers see where decisions are stalling, and leadership gets early warning before profitable accounts drift into last-minute risk.
- Move renewal planning forward without adding headcount
- Keep producers, account managers, and leaders working from the same timeline
- Reduce avoidable retention loss caused by late-stage surprises
Renewal readiness
92%
of targeted accounts visible in a 120-, 90-, or 60-day workflow with an assigned next action.
reclaimed per renewal manager each month by replacing manual chase lists and status prep.
120 days out
Planning launched
90 days out
Strategy confirmed
60 days out
Marketing ready
Operational proof
The signals agency leaders care about, in one renewal control layer
RenewPilot is built around the practical proof brokerages already trust: earlier workflow start dates, visible ownership on open renewal work, and fewer profitable accounts entering the final stretch without a plan.
Bring more of the book into a defined renewal path at 120, 90, and 60 days so teams are not discovering exposure gaps in the final two weeks.
Flag accounts where strategy, market selection, or producer input has stalled long before the renewal feels at risk in front of the client.
Replace spreadsheet policing and inbox chasing with a single operating cadence, so experienced account managers spend more time moving accounts and less time reconstructing status.
How it works
A simple operating rhythm for every renewal that matters
RenewPilot does not ask teams to learn a new language. It applies structure to the renewal work they already own, then gives leadership a clean view into what is moving, what is stuck, and what needs intervention.
Launch workflows early
Set account-specific renewal timelines before the rush. RenewPilot opens the right work at the right interval so planning starts sooner and consistently.
Assign ownership across the team
Keep producers, account managers, and leaders aligned on who owns strategy, client outreach, exposure collection, and market readiness.
Escalate risk before expiration pressure hits
Surface stalled decisions, aging tasks, and fragile accounts early enough for management to step in while retention can still be protected.
Why it matters
Built around the economics of a renewal book, not generic task management
Brokerages do not need more activity. They need earlier activity on the right accounts, with clearer accountability and less fire-drill work inside the final stretch.
Protect profitable retention
Spot accounts that are drifting before the client experience deteriorates, the renewal narrative weakens, or leadership loses room to recover.
Increase manager leverage
Commercial lines leaders can coach and intervene on exceptions instead of spending review meetings reconstructing where each renewal stands.
Reduce deadline compression
When planning starts on time and ownership is visible, teams have fewer late-stage handoffs, rushed submissions, and preventable surprises.
Grow without proportional headcount
Account teams recover time from manual follow-up and status reporting, which helps agencies scale renewal discipline before adding more management layers.
Book a demo
See how RenewPilot fits your renewal operation in 20 minutes.
We will walk through how the workflow works across agency leadership, producers, and account managers, and show how teams use it to bring order to mid-market renewal books before the last-minute scramble starts.