Never miss an insurance renewal
Keep every master policy, coverage limit, and renewal date in one place — with reminders before they lapse. Included on the Growth plan.
Every master policy, organized
A single view of your association's coverage — so a lapsed policy is never the thing that catches your board off guard.
Every policy type
Property, general liability, directors & officers, umbrella, flood, crime/fidelity, workers' comp, and more — all tracked in one place.
Coverage at a glance
Carrier, policy number, coverage amount, deductible, and premium for each policy — no digging through binders.
Renewal dates tracked
Effective and expiration dates for every policy, with clear "expiring soon" and "expired" flags.
Renewal reminders
The board is alerted in-app before a policy's expiration date so nothing lapses without warning.
Agent contacts on file
Keep each policy's agent name, phone, and email right next to the policy, ready when you need to make a claim or ask a question.
Premium overview
See your active policy count and total annual premium at a glance so budgeting for insurance is straightforward.
How it works
Add each policy
Enter each master policy with its coverage, effective and expiration dates, and agent contact.
See the whole picture
View active policies, total premium, and anything expiring soon in a single dashboard.
Get reminded
The board is alerted in-app before renewals come due so no policy quietly lapses.
Renew and update
Update or replace policies as they renew — your history stays intact for the record.
Ready to get your policies in one place?
Included on the Growth plan. Free to try — no credit card required.
Get started free