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AutoRenew Policies

The AutoRenew Policies feature automatically scans for policies that have expired or are approaching expiration, and offers to create the next term each time Commission Tracker starts. This keeps your policy data current without requiring manual renewal for every individual policy.

💡 Why Use This

Use AutoRenew when:

  • You want to stay current without manual intervention — The system prompts you at startup so you never miss a renewal.
  • You have a large book of business with staggered renewal dates — AutoRenew catches policies as they expire rather than requiring you to monitor each one.
  • You prefer to review before renewing — The View List option lets you see what's eligible and selectively approve renewals before committing.

🗺️ How to Access

AutoRenew runs automatically at startup. When eligible policies are found, a prompt appears when you launch Commission Tracker.

How AutoRenew Works

Each time Commission Tracker starts, the system scans your database for policies expiring within the next 30 days or already past their renewal date.

  • Eligible statuses — Only Active and Expired policies are included. Terminated, Inactive, and Prospect policies are skipped.
  • Settings carry over — All policies are renewed using the exact settings of the current term, including the Estimated Premium and Agent Commission Split Table.

AutoRenew Start Prompt

Processing Renewals

Option 1: Renew All Now

Click Start to process all eligible policies automatically.

AutoRenew Progress

Processing Time

Renewing a large number of policies at once may take 10–20 minutes. Allow the software to finish the task completely to ensure data consistency.

Renewal Completion

Option 2: View List (Selective Renewal)

Click View List to see all eligible policies across all carriers before renewing.

  • Use checkboxes to select only specific policies.
  • Click any column heading to sort by Client, Carrier, or Expiration Date.
  • This view aggregates policies from every carrier — unlike Renew Policies (by Carrier), which is limited to one carrier at a time.

Selection List View

Option 3: Cancel

Click Cancel to skip the prompt for now. You will be prompted again the next time Commission Tracker starts.

Previewing Before Renewing

To see which policies are eligible before committing to a renewal:

  1. Click Cancel on the AutoRenew prompt.
  2. Navigate to Reports → Policy → Policies (NEW!) Report.
  3. Set the Renewal Date filter:
    • Start Date — One year in the past.
    • End Date — One month from today.
  4. Uncheck Inactive, Prospect, and Terminated statuses.
  5. Run the report to see all policies currently eligible for AutoRenewal.

Renewal Audit Report

Disabling AutoRenew

If your agency prefers to handle renewals manually:

  1. Navigate to Tools → Options Menu.
  2. Check the Do Not Automatically Renew Policies checkbox.

The startup prompt will no longer appear. Renewals must then be done manually or via Renew Policies (by Carrier).

🔧 Troubleshooting

A specific policy was not included in the AutoRenew scan. Check the policy's status. Only Active and Expired policies are eligible. If the policy is Terminated or Inactive, it is intentionally skipped. Also confirm the renewal date falls within the next 30 days — policies expiring further out are not included yet.

I accepted AutoRenew by accident and need to undo a renewal. Open the policy in question, navigate to the Policy Term list, and delete the newly created term. The policy reverts to its previous term and expiration date. Repeat for each policy that was incorrectly renewed.

AutoRenew is no longer prompting at startup. Check Tools → Options Menu to confirm the Do Not Automatically Renew Policies checkbox is not checked. If it is checked, uncheck it to re-enable the prompt.

Need help? Contact support@commission-tracker.com