Stop Losing Policy Renewals Without Noticing — Before It Costs You Commissions
See what's at risk, who to contact, and how much revenue you could lose — instantly.
From one producer to a full insurance agency.
No credit card required • Setup in minutes
See What's At Risk — and What to Do Next
The metrics that show what to act on today — before you lose commissions.
Trusted by independent agents and small agencies across the U.S. and Latin America
Built to protect your commissions
What changes in your business in the first 30 days
Get alerted before policies expire — not after.
Automatic email + SMS reminders 30, 15, 7 and 1 day before any policy expires. In your client's language.
Daily priority list of clients who need your attention.
A prioritized daily task list: who's at risk, who missed a payment, who needs a follow-up call.
Recover Lost Revenue
Upsell suggestions and cross-sell opportunities surfaced for every client — before the competition calls them.
Stay Ahead of Cancellations
Early-warning signals flag the 5% of clients responsible for 80% of your churn. Act before they leave.
No credit card required • Setup in minutes
More than a CRM.
Renewals, commissions, claims, tasks, automations, client portal — all in one operational workspace built for insurance agencies.
Renewals
Track upcoming, expiring and in-grace renewals in one queue.
Commissions
Selling agent + agency override snapshots, locked at sale time.
Claims
Open claims, follow-ups and approvals tied to the right policy.
Tasks
Per-agent task queue with due dates, owners and clear next steps.
Automations
Reminders, dunning, digests — email and SMS, on your schedule.
Client portal
Clients view policies, payments and documents — no calls needed.
Professional & AgencyNotifications
Operational alerts when something needs attention — not noise.
Live in under 10 minutes
No setup. No migration. No technical knowledge required.
Add your clients and policies
Import from Excel or CSV. Missing customers and insurers are created automatically.
Get automatic alerts and insights
Renewal reminders, risk scoring, revenue forecasts and commission reports — out of the box.
Take action and increase retention
One-click renewal emails, bulk policy renewals, and a branded client portal your customers actually use.
Your Daily Action Plan
Automatically generated from your policies and client activity.
- RenewalCall John Doe — policy expires in 5 days
- PaymentFollow up Maria — missed payment
- Revenue at riskRenew ACME Corp — $2,300 at risk
Built for real insurance commission structures.
Selling agent, agency override, and the snapshot that locks the math at sale time — so payouts stay correct even if rates change a year later.
Historical snapshots preserve financial integrity and audit consistency — the rate, split and effective date are captured the day the policy is written.
Works with data from major carriers
Why Agents Switch to Polixra
What changes in your business in the first 30 days
Bilingual out of the box
Every email, SMS and portal message auto-translates to EN, ES or PT based on the customer's preference — you write it once, we localize it.
Zero-migration onboarding
Missing customers and insurers are created automatically during Excel/CSV imports. No cleanup, no mapping, no consultants.
Reminders that actually land
Every renewal reminder is delivered on a cadence proven to work in insurance: 30, 15, 7 and 1 day before expiration. No guesswork.
Simple pricing that grows with you
Start free. Upgrade when your book grows. Cancel anytime.
- 300 clients
- 600 policies
- 3 user seats
- 4 modules included
- 2500 clients
- 5000 policies
- 10 user seats
- 6 modules included
- 10000 clients
- 25000 policies
- 25 user seats
- 8 modules included
- Unlimited clients
- Unlimited policies
- Unlimited user seats
- All modules included
Frequently asked questions
Protect renewals before they become lost revenue.
No credit card required • Setup in minutes
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