The Genie renewal planner

A little preparation.
A clearer renewal.

Keep track of the questions and documents to prepare before your insurance renews. Use the checklist, print a copy or download a calendar reminder.

This planner works in your browser. Nothing is sent or saved to an account. Download your checklist if you want to keep it.

Your preparation checklist

The calendar file creates a preparation event 30 days before your selected renewal date. You must import it into your calendar. No automated reminders are sent by this website.

Make the conversation count

Price is one part of a renewal decision. Ask about changes in coverage, deductibles, payment terms and the information used to prepare the proposal. If your situation has changed, describe it accurately before a new policy is arranged.

Illustration of a calculator, checklist, coins and a blue protection shield
Live examples
CRM examples will appear here once the feed is connected.

From Insurance Genie

Recent policy purchases

Explore recent policy purchases shared through our participating insurance professionals.

Recent policies will appear here when the Insurance Genie CRM feed is connected.