Every renewal,
tracked and on time.
BrokerLogs gives your team one place to manage the full cycle — from gathering census data to binding the winning carrier. No more renewal dates buried in a shared spreadsheet.
The problem
Most brokerages are one missed deadline away from a bad conversation.
Spreadsheets don't alert you
A renewal date buried in column AQ doesn't surface until a client asks where their renewal quote is. By then you're behind.
Email threads get lost
Census requests, carrier quotes, and binding confirmations scatter across inboxes. Reconstructing the timeline after the fact is a waste of everyone's time.
A missed renewal has real consequences
A lapsed policy or a surprised client isn't just an inconvenience — it puts your relationship and your E&O exposure at risk.
What you get
The whole renewal cycle, end to end.
Client and policy book
Every employer group, every coverage line, every carrier — in one place. Medical, dental, vision, life, disability. See the full picture without opening a spreadsheet.
| Client | Lines | Carrier | Renewal |
|---|---|---|---|
| Acme Corp | MedicalDentalVision | Anthem | Aug 1 |
| Redwood Staffing | MedicalLife | Kaiser | Aug 15 |
| Valley Credit Union | MedicalDentalVision | BlueCross | Sep 1 |
| Summit Foods | Medical | UHC | Sep 15 |
Renewal pipeline
Move each renewal from Upcoming through Gathering, Quoting, Presented, and Bound. One-click bind records the winning carrier and rolls the policy forward a year automatically.
Due-soon dashboard
Renewals grouped by urgency — overdue, within 7 days, within 30 days. You open the dashboard and immediately know where to focus. No filtering, no sorting.
- Coastal Insurance — Medical
- Pinecrest Group — Dental
- Metro Staffing — Medical
- Summit Foods — Medical
- Irongate Mfg — Life
- Valley CU — Vision
Renewal reminders, on your schedule
Reminders go out automatically, on the cadence you set. Choose the day thresholds once (120, 90, 60, 30, and 14 days by default), and the right person gets an email before every renewal. Nothing sends on a schedule you did not approve.
120 days before renewal
Renewal owner + client
90 days before renewal
Renewal owner + client
60 days before renewal
Renewal owner + client
30 days before renewal
Renewal owner + client
14 days before renewal
Renewal owner + client
One-click bind
When a client agrees, record the winning carrier, confirm the new premium, and the next renewal date is set. The policy history stays intact.
Renewal rate trends
See how each group's renewal increase has moved year over year. Walk into the renewal conversation knowing the trend, not guessing it.
CSV import
Bring your existing book in from a spreadsheet. Map your columns once and import your entire group roster — no manual re-entry.
Column mapping
And everything around it
Task tracking
Tie every open item to the renewal it belongs to: census requests, RFP submissions, carrier follow-ups.
Carriers management
Keep your brokerage's own carrier list in settings, so quotes and binds pull from the names you actually work with.
Team collaboration
Assign renewals and tasks to specific teammates, so everyone knows what's theirs.
Client detail and policy history
Open any client for a full policy history and a breakdown of every coverage line you manage for them.
Security and privacy
Designed for multi-tenant use from day one.
Per-brokerage data isolation
Your client data never touches another brokerage's records. Each organization is scoped at the database level — not just filtered in code.
Flexible, secure sign-in
Sign in the way your team already works. No separate passwords to manage, no new credentials to share with your team.
No PHI collected
BrokerLogs stores renewal dates, premiums, carrier names, and group metadata. It does not collect member health data, diagnoses, or claims information.
Built on Vercel and Neon
Deployed on infrastructure with SOC 2 coverage. Database connections are encrypted in transit. No servers to manage on your end.
Pricing
Priced for brokerages, not enterprise IT.
We price per brokerage, not per seat. If you have questions about what makes sense for your shop, reach out directly.
Talk to us
Pricing is set based on your book size. No public tiers yet.
- Full pipeline and client book access
- Unlimited renewal records
- Team access for your whole brokerage
- Flexible SSO and sign-in options included
- Automated renewal reminders included
Stop tracking renewals in a spreadsheet.
Get your full book into BrokerLogs and know — today — which renewals need your attention.