Policy renewal engine / Canadian brokerages
Drop in a policy PDF. PlenithBroker files the policy, tracks the expiration date, and sends renewal reminders from your brokerage's email domain.
Email preview
Your policy is coming up for renewal. Reply to this email or complete the short renewal form.
Reply-to: your inbox
For a small brokerage, the risk is ordinary: a policy PDF is in one folder, the client details are in another, the expiration date is in a sheet, and the follow-up depends on someone remembering to check it.
When a client calls, the broker should not have to search through inboxes, portals, downloads, and spreadsheets to answer a simple question. PlenithBroker keeps the policy record, expiration date, reminder status, and renewal response in one place.
Drag a policy PDF onto your inbox. The policyholder, insureds, carrier, premium, start date, and expiration date parse in seconds. Anything uncertain asks you to confirm. Once the policy is saved, it has a record, a renewal date, and a default 60 / 30 / 7 day follow-up schedule.
The follow-ups are scheduled when the policy is saved. They go from your brokerage's domain, with your name on the from line and your email on reply-to. You do not need to remember which client is at T-60, T-30, or T-7.
The client experiences the reminder as your shop reaching out. Because it is.
If the client wants to renew, the reminder opens a one-time form with their information already there for review. They confirm or update it and send it back. When the new policy is issued, upload the new PDF and the next renewal cycle starts.
Policyholder, insureds, carrier, premium, start date, expiration date, reminder schedule, renewal response. The important fields sit together because the broker's next question usually depends on more than one of them.
Reminders go from your brokerage's domain, with your name on the from line. Your clients trust the reminder because it looks like your real email. We don't put our brand in your client relationship.
Your clients hand over personal documents. The form they use should feel serious, plain, and familiar. Hairline borders, readable numbers, one accent, no gimmicks. The institutional read is the trust signal.
If this matches your book, email us. A short note about how you track policies today is enough to start.
No. PlenithBroker is not trying to replace accounting, commissions, carrier workflows, sales pipelines, or the software you already depend on. It focuses on one narrow job: turn policy PDFs into renewal reminders that come from your brokerage's domain.
Email us with a short description of your book and how you track renewals today. If the workflow is a fit, we can continue the conversation from there.
Yes, by request. Send a note and we can share the relevant parts in context instead of publishing a generic demo link.
The reminder comes from your domain in your voice, with the original policy attached and a short renewal form behind one button. It looks like your brokerage following up, not a third-party app interrupting the relationship.
Personal information means the documents and details clients trust you with: names, dates of birth, policy files, travel details, and medical history where required. The direction is broker-owned sending domains, one-time renewal links, upload limits, file checks, and an audit log for important actions. The privacy posture should be reviewed before any live client data is used.
A spreadsheet can track expiration dates. It usually does not hold the policy file, renewal form, client response, reminder history, and next action in the same place. PlenithBroker is for the moment when the sheet becomes another thing the broker has to maintain.
Send a note if you run a renewal-heavy brokerage and want to ask what PlenithBroker is becoming. A sentence about your current tracking system is enough.