Keepsurance

Get Started

Get Started

Keepsurance

Keepsurance

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Veltix Logo
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Knot logo
Klyra Logo
Klyra Logo
Nuvio Logo
Nuvio Logo

Built For Insurance Agencies

Never Miss a Policy Renewal Again

Keepsurance shows which policies renew next, what revenue is at risk, and who to call today.

Get Started For Free

Get Started For Free

No credit card required. 14-day free trial.

Business dashboard showing revenue, deals, customer list, growth chart, and new activity.

Built For Renewal Management

Everything You Need To Protect Renewals

Track revenue at risk, prioritize high-value clients, and follow up before policies expire.

Built For Renewal Management

Everything You Need To Protect Renewals

Track revenue at risk, prioritize high-value clients, and follow up before policies expire.

Built For Renewal Management

Everything You Need To Protect Renewals

Track revenue at risk, prioritize high-value clients, and follow up before policies expire.

Revenue At Risk

Instantly see how much premium is at risk from overdue renewals.

Revenue At Risk

Instantly see how much premium is at risk from overdue renewals.

Revenue At Risk

Instantly see how much premium is at risk from overdue renewals.

Never Miss an Upcoming Renewal

Track upcoming, due today, and overdue policies in one clean view.

Never Miss an Upcoming Renewal

Track upcoming, due today, and overdue policies in one clean view.

Never Miss an Upcoming Renewal

Actionable suggestions from your data, without digging into spreadsheets .

Protect High-Value Clients

Flag large premium policies so they never slip through the cracks.

Protect High-Value Clients

Flag large premium policies so they never slip through the cracks.

Protect High-Value Clients

Flag large premium policies so they never slip through the cracks.

Retention graph with user return notifications for analyzing feature effectiveness.

Take Action Instantly

Move renewals from overdue to renewed, mark contacted, or send an email — all in seconds.

Retention graph with user return notifications for analyzing feature effectiveness.

Take Action Instantly

Move renewals from overdue to renewed, mark contacted, or send an email — all in seconds.

Retention graph with user return notifications for analyzing feature effectiveness.

Take Action Instantly

Move renewals from overdue to renewed, mark contacted, or send an email — all in seconds.

Revenue Protection

Never Miss
a Renewal Again

Never Miss
a Renewal Again

Every morning, Keepsurance sends a simple email summary of policies due today.

Every morning, Keepsurance sends a simple email summary of policies due today.

Start Free Trial

Start Free Trial

Benefits

Built to Protect Your Renewal Revenue

Everything you need to stay on top of renewals and protect your revenue.

Benefits

Built to Protect Your Renewal Revenue

Everything you need to stay on top of renewals and protect your revenue.

Benefits

Built to Protect Your Renewal Revenue

Everything you need to stay on top of renewals and protect your revenue.

See Exactly What’s At Risk

Instantly understand how much premium is tied to upcoming and overdue renewals.

Real-Time Tracking

Instantly understand how much premium is tied to upcoming and overdue renewals.

Know Who To Call Today

Know exactly which clients need a call today.

Never Lose High-Value Policies

Automatically highlight large premium clients so they never get ignored.

Import in Minutes

Upload your Excel file and see all renewals organized instantly. No complex setup.

Import in Minutes

Keep your analytics safe with advanced security and strong encryption.

Not Another Complicated AMS

Simple renewal tracking. No AMS complexity.

Designed for 2–10 Person Teams

No enterprise pricing. Just what small agencies need.

How It Works

Protect Renewals in 3 Steps

Import your policies, see what’s at risk, and follow up before renewals slip away.

How It Works

Protect Renewals in 3 Steps

Import your policies, see what’s at risk, and follow up before renewals slip away.

How It Works

Protect Renewals in 3 Steps

Import your policies, see what’s at risk, and follow up before renewals slip away.

Upload Your Policy List

Import your Excel file and instantly organize every renewal in one dashboard.

See What’s At Risk

View upcoming, overdue, and high-value renewals in one clear dashboard.

Move Policies Forward

Mark policies as contacted, active, or overdue in seconds.

Our Pricing

One Simple Price

$99/month. Everything included. No hidden fees.

Our Pricing

One Simple Price

$99/month. Everything included. No hidden fees.

Our Pricing

One Simple Price

$99/month. Everything included. No hidden fees.

Monthly
Yearly

Save

20%

With yearly

Simple, Flat Pricing

$99

$80

/month

One price. Everything included.

What's included

Unlimited policies

Revenue at risk view

High-value alerts

Excel/CSV import

Multi-user access

Start Free Trial

Start Free Trial

Monthly
Yearly

Save

20%

With yearly

Simple, Flat Pricing

$99

$80

/month

One price. Everything included.

What's included

Unlimited policies

Revenue at risk view

High-value alerts

Excel/CSV import

Multi-user access

Start Free Trial

Start Free Trial

Why Keepsurance

Spreadsheets Aren’t Built for Renewals

They make it easy to miss what matters most.

Why Keepsurance

Spreadsheets Aren’t Built for Renewals

They make it easy to miss what matters most.

Why Keepsurance

Spreadsheets Aren’t Built for Renewals

They make it easy to miss what matters most.

Spreadsheets

Easy to miss upcoming renewals

No clear revenue-at-risk view

Hard to prioritize high-value clients

Manual follow-ups and reminders

Keepsurance

See revenue at risk instantly

Daily focus list for follow-ups

Highlight high-value policies

Simple status tracking

Spreadsheets

Easy to miss upcoming renewals

No clear revenue-at-risk view

Hard to prioritize high-value clients

Manual follow-ups and reminders

Keepsurance

See revenue at risk instantly

Daily focus list for follow-ups

Highlight high-value policies

Simple status tracking

Spreadsheets

Easy to miss upcoming renewals

No clear revenue-at-risk view

Hard to prioritize high-value clients

Manual follow-ups and reminders

Keepsurance

See revenue at risk instantly

Daily focus list for follow-ups

Highlight high-value policies

Simple status tracking

FAQ's

Questions Before You Get Started

Here are answers to the most common things people ask before getting started.

FAQ's

Questions Before You Get Started

Here are answers to the most common things people ask before getting started.

FAQ's

Questions Before You Get Started

Here are answers to the most common things people ask before getting started.

Do I need to install anything?

No. Keepsurance runs in your browser. Just sign up, upload your renewal list, and you’re ready to go.

How do I import my renewal data?
Is this a full AMS replacement?
Is my data secure?
Can I try Keepsurance before paying?
How is pricing structured?
Do I need to install anything?

No. Keepsurance runs in your browser. Just sign up, upload your renewal list, and you’re ready to go.

How do I import my renewal data?
Is this a full AMS replacement?
Is my data secure?
Can I try Keepsurance before paying?
How is pricing structured?
Stylized white envelope icon tilted at an angle, representing a message or notification.
Stylized white envelope icon tilted at an angle, representing a message or notification.

Stay Ahead of Renewals

Get actionable tips and workflow strategies.

Subscribe Now

Subscribe Now