Track every renewal before it becomes a fire drill.
Producer licenses, CE hours, carrier appointments, agency licenses — across every state you write in. RenewPilot tracks the deadlines, sends the reminders, and keeps the proof, so a lapsed license never stops a sale again. Built for independent insurance agencies.
Real data, nothing to install. Or get early access if you'd rather we set it up on your own records.
Ask it the way you'd ask your ops manager — "who's short on CE hours right now?" — and get the answer straight from your board. Works with AI helpers like Claude and ChatGPT, if your agency uses them.
| Producer | License | Status |
|---|---|---|
| Dan Okafor | Surplus Lines | EXPIRED 8d |
| Dan Okafor | P&C Producer | 13h CE short |
| Beth Lindqvist | Life & Health | 9h CE short |
What it keeps ahead of
License and appointment expirations
Every producer, every state, every carrier appointment — one board, sorted by what's due next, with 60/30/7-day reminders.
CE shortfalls, caught early
Required vs. completed hours per license. If someone's 13 hours short with 45 days left, you know now — not at renewal.
Proof on file
Certificates and confirmations attached to each record, with an audit trail — so carrier audits and E&O reviews are a lookup, not a scramble.
Reports your ops manager wants
One-click renewal report by producer, state, or window. Payroll-safe, audit-ready.
One lapsed producer license can void commissions on every policy they wrote. Agencies over 15 producers from $99/mo.
Questions people ask
What is RenewPilot?
Producer licenses, CE hours, carrier appointments, and agency licenses across every state you write in — one renewal board, with nothing lapsing unnoticed.
Who is RenewPilot for?
license and CE renewal tracking for independent insurance agencies.
How much does RenewPilot cost?
RenewPilot costs $49 per month, per agency, not per producer, after a 14-day trial. A card is taken at signup and you are not charged until the trial ends. You can cancel at any time in one click.
Do I have to install anything?
No. RenewPilot runs in your browser. There is nothing to install and nothing for your IT person to set up — you can try the live demo on this page right now without creating an account.
Can RenewPilot work with an AI assistant?
Yes. If your office already uses an AI helper like Claude or ChatGPT, it can answer questions straight from your records — "who's overdue right now?" — without you opening the board. It can only look things up, never change anything, and every question it asks is written to your activity log. We set the connection up for you.
What does Dan Okafor hold?
Search tracked licenses by producer name, license type, state, or license number. Returns matching records with expiry date, CE hours, and status.
Who's short on CE hours right now?
List producers whose completed continuing-education hours are short of what their license requires, inside the renewal window. These cannot be fixed on the deadline day, so they are the most urgent items on the board.
What expires in the next 30 days?
List licenses expiring within the next N days (default 60), including carrier appointments and agency licenses.
How do our renewals look right now?
Get the renewal board summary: totals for tracked licenses, CE shortfalls, expired, due in 30 days, and awaiting proof.
Get early access
We're onboarding founding agencies now. Tell us which renewal caught you out last year.