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Insurance broker renewals management software

Every renewal. Visible.

One place for your whole team to see every renewal, every deadline and every status. Automated reminders and structured workflows keep every client moving, with 14-day renewal notice compliance built in.

A 360-degree view of clients

Why renewals management drives your GWP

Every renewal your team catches is revenue retained, a compliance obligation met and a client relationship strengthened.

JAVLN Platform gives your business one place to see every renewal, every deadline and every status, so nothing slips through.

How renewals management works in JAVLN Platform

  • A central place for renewals. Filter by date, broker, branch, insurer, or client. Sort by what’s overdue, what’s at risk and what’s been actioned. Nothing hides in someone’s inbox.
  • Automated reminder workflows. JAVLN Platform can schedule reminders for the right time. And a 14-day renewal notice is built in. Compliance happens automatically.
  • Marketplace renewals are automated where quotes refresh in the background, ready for broker review.
  • Renewal status, in real time. Every policy carries a status flag: quoted, awaiting client, pending decision, bound, lapsed. Your team can see where renewals are at.
  • Claims context at the point of renewal. Because claims data lives in the same client record, your brokers have renewal conversations with the full picture.

Built around how brokers actually manage renewals

Renewals management is the workflow brokers tell us matters most. JAVLN Platform makes the process structured, visible and built to match the way brokers work.

The workflow is structured but flexible. Your team configures the reminder cadences, the approval steps and the broker assignments.

What this means for your brokerage

  • Higher renewal retention. And the compliance step happens because the workflow makes it happen, not because someone remembered.
  • Less manual oversight. With less time on admin and more time advising clients.
  • A clearer picture for your back office. Renewals tie directly into trust accounting and commission management, so when policies bind, the financial side updates too.

"The biggest impact we have seen is the time saved by automating tasks that were previously done manually, such as our renewal process"

Deanna Burke | Commercial Account Adviser, aibGROUP Insurance

See how JAVLN Platform handles every renewal

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Common questions

The 14-day renewal notice is built into the workflow. Reminders fire at the right intervals, and the system tracks when notice was issued, by whom, and to whom, producing a full audit trail. Your compliance obligation is met as part of how the team works, not as an extra step.

Yes. JAVLN Platform supports multi-branch and multi-broker views with role-based access controls. Brokers see the renewals they own; team leads see their team; the back office sees everything. Each branch can have its own branding and its own data boundaries.

Aggregator renewals are highly automated. JAVLN Platform refreshes the quote in the background ahead of the renewal date, so the broker has comparison data ready when it’s time to talk to the client.

Yes. Migration is part of onboarding. The JAVLN team works with you on migration from your existing system, including renewal status, reminders and historical context. Most brokerages move from spreadsheet based renewal tracking into JAVLN.
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