Track and manage policy renewals
30 Days
3
60 Days
6
90 Days
8
In Progress
0
Completed
0
Lost
0
Retention
100%
| Client | Carrier | Line | Effective | Current | Renewal | Change | Status | Producer |
|---|---|---|---|---|---|---|---|---|
| Dallas Manufacturing 01 | Aetna | MEDICAL | Sep 1, 2026 | $120,000 | -- | -- | Upcoming | Demo Producer |
| Lawton Field Services 02 | Blue Cross Blue Shield | MEDICAL | Sep 12, 2026 | $123,500 | -- | -- | Upcoming | Demo Producer 2 |
| Phoenix Professional Services 03 | Cigna | MEDICAL | Sep 23, 2026 | $127,000 | -- | -- | Upcoming | Demo Producer 3 |
| Albuquerque Retail 04 | UnitedHealthcare | MEDICAL | Oct 4, 2026 | $130,500 | -- | -- | Upcoming | Demo Producer |
| Los Angeles Technology 05 | Humana | MEDICAL | Oct 15, 2026 | $134,000 | -- | -- | Upcoming | Demo Producer 2 |
| Miami Manufacturing 06 | Aetna | MEDICAL | Oct 26, 2026 | $137,500 | -- | -- | Upcoming | Demo Producer 3 |
| New York Field Services 07 | Blue Cross Blue Shield | MEDICAL | Nov 6, 2026 | $141,000 | -- | -- | Upcoming | Demo Producer |
| Chicago Professional Services 08 | Cigna | MEDICAL | Nov 17, 2026 | $144,500 | -- | -- | Upcoming | Demo Producer 2 |
| Denver Retail 09 | UnitedHealthcare | MEDICAL | Nov 28, 2026 | $148,000 | -- | -- | Upcoming | Demo Producer 3 |
| Atlanta Technology 10 | Humana | MEDICAL | Dec 9, 2026 | $151,500 | -- | -- | Upcoming | Demo Producer |
| Dallas Manufacturing 11 | Aetna | MEDICAL | Dec 20, 2026 | $155,000 | -- | -- | Upcoming | Demo Producer 2 |
| Lawton Field Services 12 | Blue Cross Blue Shield | MEDICAL | Dec 31, 2026 | $158,500 | -- | -- | Upcoming | Demo Producer 3 |
| Phoenix Professional Services 13 | Cigna | MEDICAL | Jan 11, 2027 | $162,000 | -- | -- | Upcoming | Demo Producer |
| Albuquerque Retail 14 | UnitedHealthcare | MEDICAL | Jan 22, 2027 | $165,500 | -- | -- | Upcoming | Demo Producer 5 |
| Los Angeles Technology 15 | Humana | MEDICAL | Feb 2, 2027 | $169,000 | -- | -- | Upcoming | Demo Producer 4 |
| Miami Manufacturing 16 | Aetna | MEDICAL | Feb 13, 2027 | $172,500 | -- | -- | Upcoming | Demo Producer 5 |
| New York Field Services 17 | Blue Cross Blue Shield | MEDICAL | Feb 24, 2027 | $176,000 | -- | -- | Upcoming | Demo Producer 4 |
| Chicago Professional Services 18 | Cigna | MEDICAL | Mar 7, 2027 | $179,500 | -- | -- | Upcoming | Demo Producer 5 |
| Denver Retail 19 | UnitedHealthcare | MEDICAL | Mar 18, 2027 | $183,000 | -- | -- | Upcoming | Demo Producer 4 |
| Atlanta Technology 20 | Humana | MEDICAL | Mar 29, 2027 | $186,500 | -- | -- | Upcoming | Demo Producer 5 |
| Dallas Manufacturing 21 | Aetna | MEDICAL | Apr 9, 2027 | $190,000 | -- | -- | Upcoming | Demo Producer 4 |
| Lawton Field Services 22 | Blue Cross Blue Shield | MEDICAL | Apr 20, 2027 | $193,500 | -- | -- | Upcoming | Demo Producer 5 |
| Phoenix Professional Services 23 | Cigna | MEDICAL | May 1, 2027 | $197,000 | -- | -- | Upcoming | Demo Producer 4 |
| Albuquerque Retail 24 | UnitedHealthcare | MEDICAL | May 12, 2027 | $200,500 | -- | -- | Upcoming | Demo Producer 5 |
| Los Angeles Technology 25 | Humana | MEDICAL | May 23, 2027 | $204,000 | -- | -- | Upcoming | Demo Producer 4 |
| Miami Manufacturing 26 | Aetna | MEDICAL | Jun 3, 2027 | $207,500 | -- | -- | Upcoming | Demo Producer 5 |
| New York Field Services 27 | Blue Cross Blue Shield | MEDICAL | Jun 14, 2027 | $211,000 | -- | -- | Upcoming | Demo Producer 6 |
| Chicago Professional Services 28 | Cigna | MEDICAL | Jun 25, 2027 | $214,500 | -- | -- | Upcoming | Demo Producer 7 |
| Denver Retail 29 | UnitedHealthcare | MEDICAL | Jul 6, 2027 | $218,000 | -- | -- | Upcoming | Demo Producer 6 |
| Atlanta Technology 30 | Humana | MEDICAL | Jul 17, 2027 | $221,500 | -- | -- | Upcoming | Demo Producer 7 |
| Dallas Manufacturing 31 | Aetna | MEDICAL | Jul 28, 2027 | $225,000 | -- | -- | Upcoming | Demo Producer 6 |
| Lawton Field Services 32 | Blue Cross Blue Shield | MEDICAL | Aug 8, 2027 | $228,500 | -- | -- | Upcoming | Demo Producer 7 |
| Phoenix Professional Services 33 | Cigna | MEDICAL | Aug 19, 2027 | $232,000 | -- | -- | Upcoming | Demo Producer 6 |
| Albuquerque Retail 34 | UnitedHealthcare | MEDICAL | Aug 30, 2027 | $235,500 | -- | -- | Upcoming | Demo Producer 7 |
| Los Angeles Technology 35 | Humana | MEDICAL | Sep 10, 2027 | $239,000 | -- | -- | Upcoming | Demo Producer 6 |
| Miami Manufacturing 36 | Aetna | MEDICAL | Sep 21, 2027 | $242,500 | -- | -- | Upcoming | Demo Producer 7 |
| New York Field Services 37 | Blue Cross Blue Shield | MEDICAL | Oct 2, 2027 | $246,000 | -- | -- | Upcoming | Demo Producer 6 |
| Chicago Professional Services 38 | Cigna | MEDICAL | Oct 13, 2027 | $249,500 | -- | -- | Upcoming | Demo Producer 7 |
| Denver Retail 39 | UnitedHealthcare | MEDICAL | Oct 24, 2027 | $253,000 | -- | -- | Upcoming | Demo Producer 8 |
| Atlanta Technology 40 | Humana | MEDICAL | Nov 4, 2027 | $256,500 | -- | -- | Upcoming | Demo Producer 8 |
| Dallas Manufacturing 41 | Aetna | MEDICAL | Nov 15, 2027 | $260,000 | -- | -- | Upcoming | Demo Producer 8 |
| Lawton Field Services 42 | Blue Cross Blue Shield | MEDICAL | Nov 26, 2027 | $263,500 | -- | -- | Upcoming | Demo Producer 8 |
| Phoenix Professional Services 43 | Cigna | MEDICAL | Dec 7, 2027 | $267,000 | -- | -- | Upcoming | Demo Producer 8 |
| Albuquerque Retail 44 | UnitedHealthcare | MEDICAL | Dec 18, 2027 | $270,500 | -- | -- | Upcoming | Demo Producer 8 |
| Los Angeles Technology 45 | Humana | MEDICAL | Dec 29, 2027 | $274,000 | -- | -- | Upcoming | Demo Producer 8 |
| Miami Manufacturing 46 | Aetna | MEDICAL | Jan 9, 2028 | $277,500 | -- | -- | Upcoming | Demo Producer 8 |
| New York Field Services 47 | Blue Cross Blue Shield | MEDICAL | Jan 20, 2028 | $281,000 | -- | -- | Upcoming | Demo Producer 8 |
| Chicago Professional Services 48 | Cigna | MEDICAL | Jan 31, 2028 | $284,500 | -- | -- | Upcoming | Demo Producer 8 |
| Denver Retail 49 | UnitedHealthcare | MEDICAL | Feb 11, 2028 | $288,000 | -- | -- | Upcoming | Demo Producer 8 |
| Atlanta Technology 50 | Humana | MEDICAL | Feb 22, 2028 | $291,500 | -- | -- | Upcoming | Demo Producer 8 |