How do insurance brokers keep track of policy renewal dates?

The method that holds up is a recurring task with a named owner for every policy, triggered well before the renewal date rather than on it. Most brokerages work a 120, 90, 60 and 30 day rhythm, with the fact find refresh, the market exercise and the client presentation as separate steps. A spreadsheet works until the one person maintaining it stops.

How should a brokerage manage the handoff between new business and servicing?

Write the handoff into the client record instead of passing it on verbally. The servicing person needs the fact find, what was promised on the sale call, and the cover that was deliberately excluded and why. Recorded calls with summaries plus a shared client record remove most of the guesswork that clients notice within the first month.

Where should insurance brokers keep insurer appetite guides and standard wordings?

In a searchable internal wiki, not in email attachments or a shared drive folder. Appetite changes often, so you want one canonical page per insurer that anyone can correct in place. Page level permissions let you keep the compliance procedure and commission terms visible only to the people who need them.

Does Tixio work for insurance brokers and agencies?

Yes, for the work around the policy rather than the policy itself. Brokers use Tixio Projects for renewal cycles and claims, Tixio CRM for the client and prospect pipeline, Tixio Wiki for product knowledge and procedures, plus Chat, Meetings and Boards. Tixio is not a policy administration system, not a quote and bind platform, and does not connect to insurer systems.

How much does Tixio cost for a 20 person insurance brokerage?

Tixio Team is 9 dollars per user per month, or 6.30 dollars billed yearly, so 180 dollars a month for twenty people. The Tixio CRM add on is 5 dollars per user per month on top of that. There is no free forever plan, but you get 14 days of full access free with no credit card required.

Is Tixio compliant for regulated insurance brokers?

Tixio makes no regulatory certification or compliance status claim. What Tixio does support is role based access control and page level permissions on the Team plan, and SSO/SAML plus audit logs on Enterprise. If you work under specific record keeping or archiving mandates, check those requirements against Tixio Enterprise before you move client records into it.

Is Tixio a good alternative to Monday.com for insurance agencies?

For most brokerages yes, and usually for less money. Monday handles tasks well, but you still buy a CRM, a chat tool and a wiki alongside it. Tixio covers projects, chat, wiki, boards and meetings in one plan at 9 dollars per user per month, with CRM as a 5 dollar add on when you need a pipeline.

Can Tixio replace our renewal spreadsheet and shared drive?

It replaces the renewal spreadsheet outright, because recurring tasks with owners and due dates do the job a spreadsheet only pretends to do. The shared drive is a partial replacement. Tixio Wiki handles procedures, appetite guides and wordings well, and files attach to tasks, but bulk document archives are better left where they are.

Tixio Journal

Tixio for insurance | renewals and client files in one place

Insurance brokers lose clients at renewal and lose trust at handoff. Tixio puts renewal cycles, claims, the client record and product knowledge in one workspace, from 9 dollars per user per month.

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Written byUmana

PublishedAugust 16, 2026

Tixio for insurance | renewals and client files in one place

A renewal date is a date on a calendar right up until it becomes a lost client.

Most brokers know which policies renew in the next fortnight. It is the ones renewing in five months, in a spreadsheet nobody has opened since March, that quietly leave.

The other place trust dies is the handoff. The person who sold the policy and the person who handles the claim are rarely the same, and the client can always tell.

Why brokerage operations break down

The renewal date lives in the wrong place. It sits in a policy system nobody opens daily, or a spreadsheet with one owner, so nothing prompts the review call until the client has been quoted elsewhere.
The fact find and the client file drift apart. A client mentions a new site, a new vehicle, a new director, and that detail stays in an inbox instead of the client record.
Quote comparisons get rebuilt from scratch. Last year's insurer responses and the reasoning behind the recommendation are in someone's sent items, so this year starts at zero.
Claims go quiet. A claim notification is acknowledged, then nobody owns the chase, and the client hears nothing until they call angry.
Mid term adjustments fall between people. The MTA is agreed on a call, written on a pad, and the policy schedule never gets updated.
Product knowledge lives in heads. Insurer appetite, standard wordings, which underwriter takes which risk. Ask three people, get three answers.

What Tixio does for insurance brokers

Tixio is the operating layer around your broking. Not the policy system itself, the layer where the work and the client context sit.

Tixio CRM: the client and prospect pipeline in one list

Every client and prospect sits in one pipeline with a stage, an owner and a next action. Tixio CRM gives you a leads list, a Kanban pipeline, contacts and companies directories, activity tracking so calls and emails are logged against the record, email sent straight from the CRM, and custom reports for new business, retention by account executive and commission expected against the insurer commission statement. It is a paid add on at 5 dollars per user per month.

Tixio Projects: renewals as a cycle, not a surprise

Renewal cycles run as recurring tasks so no date arrives unannounced. In Tixio Projects you set a renewal at 120, 90, 60 and 30 days out, with subtasks for the fact find refresh, the market exercise, the quote comparison and the client presentation. Claims run as tracked items from notification through to closure, each with an owner and a chase date. New business onboarding gets a checklist, so the first ninety days of a client look the same every time. List, Kanban, Calendar and Roadmap views, custom fields for policy class and insurer.

Tixio Wiki: the answer, written down once

Product knowledge, insurer appetite guides and standard wordings live in Tixio Wiki with nested pages and global search. The compliance procedure sits there too, with page level permissions so sensitive pages are visible only to the people who should see them. Corrections happen in inline comments on the page, not in a thread nobody can find in six months.

Chat: the claim conversation next to the claim

Channels per team or per large account keep the back and forth out of email. Chat has threads, file sharing, voice messages and scheduled messages, so a renewal nudge lands on Monday morning rather than at 10pm on Friday.

Tixio Meetings: the handoff with a record

Tixio Meetings records client and insurer calls with AI transcription and summaries, and turns action items into tasks. When servicing takes over from new business, the incoming person reads what was actually promised instead of guessing.

Boards: this month's renewals on one screen

Boards gives each account executive a start page with renewals due, open claims, outstanding mid term adjustments and the links they open forty times a day. Resizable widgets, to dos, notes and a calendar.

How a broker week runs in Tixio

Monday morning, the account executive opens their Board and sees renewals at 90 and 60 days, open claims and anything overdue.
The 90 day renewal task fires. The fact find refresh call is booked from the CRM record, which already shows last year's premium and what changed mid term.
The market exercise runs as subtasks, one per insurer approached, with the quote comparison attached to the renewal task rather than buried in an inbox.
A claim notification arrives. It becomes a task with an owner and a chase date, so the client update goes out on schedule instead of when someone remembers.
A mid term adjustment is agreed on a call. The action item from the meeting summary becomes a task, and the amended policy schedule gets confirmed in writing.
Wednesday, an appetite question comes up. The answer is in the Wiki guide, and if it is not there yet, it gets written once.
Friday, the project report shows renewals retained, new business written and claims closed. The management meeting is prepared already.

What you can stop paying for

A twenty person brokerage typically runs a renewal spreadsheet, a CRM at 25 to 90 dollars per user, a project tool at 10 to 15, a chat tool at 7 to 8, a wiki at 8 to 10 and a video tool at 12 to 15. At the conservative end that is about 60 dollars per user per month, or roughly 14,400 dollars a year.

Tixio Team is 9 dollars per user per month, or 6.30 dollars billed yearly. Add the CRM add on at 5 dollars and you are at 14 dollars per user per month, about 3,360 dollars a year for twenty people. Full breakdown on pricing. The money matters, but the bigger win is that the renewal date, the client record, the claim and the conversation stop living in four systems that do not speak to each other.

Who this is for

Tixio suits independent brokers, agencies and MGAs from three to two hundred people who want one home for the client record, the task and the knowledge.

This is probably not for you if what you actually need is a policy administration system. Tixio does not administer policies, it is not a quote and bind platform, and it does not connect to insurer systems. Keep the policy system you have and use Tixio for everything that happens around it.

On access and records, be precise with us. Tixio supports role based access control and page level permissions on Team, and SSO/SAML plus audit logs on Enterprise. We claim no regulatory certification or compliance status. If you work under specific record keeping or archiving mandates, check those requirements against Tixio Enterprise first.

Getting started

Start with one thing. Put every renewal date for the next twelve months into a Tixio project as recurring tasks with named owners. That exercise alone usually surfaces two or three accounts nobody was watching.

Then take 14 days of full access, free, no credit card required. Add the CRM add on in week two, once the renewal cycle is running.