Never Miss a Renewal.
Never Lose a Client.
Apex reads your policy documents with AI — extracting every renewal date, claim window, and obligation buried in fine print — then alerts you 60–90 days before deadlines hit.
Apex AI — Extracted Fields
Alert firing in 67 days — renewal outreach recommended
Trusted by agencies across
The problem is real — the numbers prove it
0%
of an agency’s renewal book is lost every year to missed follow-up
0×
better conversion with policy-aware outreach vs generic reminders
0%
reduction in manual errors when agencies automate document processing
Enterprise-grade security
SOC 2 Ready
How It Works
From PDF to Proactive Alert — Automatically
Connect Your Documents
Upload policy PDFs or connect your agency management system. Apex ingests every policy in your book of business.
AI Extracts What Matters
Our LLM reads every clause, extracting renewal dates, claim-reporting windows, notice obligations, and coverage triggers — the stuff that lives in paragraph 14 of an endorsement.
Alerts Fire Before Deadlines
Get proactive alerts 60–90 days before renewals (90–120 for commercial), and instant notifications when claim windows open. Your team acts; Apex watches.
Features
Everything Your Agency Needs to Protect Its Book
Policy Parsing
Upload any PDF, ACORD form, or endorsement. Apex extracts structured data — dates, limits, obligations — without manual data entry.
Renewal Radar
See every renewal 90 days out. Commercial lines get 120 days. No more last-minute scrambles or missed windows.
Claim Window Tracker
Know the exact reporting deadline for every open claim. Apex watches so your team doesn't have to.
Producer Alerts
Assign alerts by producer. When someone changes territory or leaves, obligations transfer automatically.
Retention Analytics
Track which clients are renewal risk. See which policies are approaching without recent contact. Act before they shop.
Proactive Client Outreach
Draft renewal touchpoints using coverage details from the actual policy — not generic templates. Personalized outreach converts 3.2× better.
Apex vs. The Old Way
Manual processes and generic AMS tools leave money on the table. Here's what changes when you switch.
Without Apex
- Renewal tracking in spreadsheets and calendar reminders that nobody checks
- Miss 22% of renewals every year — losing clients who needed you most
- Claim deadlines buried in policy text no one has time to read
- Generic renewal emails that convert below 20%
- When a producer leaves, their renewal pipeline disappears with them
With Apex
- AI reads every policy document and extracts deadlines automatically
- Get proactive alerts 60–90 days before every renewal — zero misses
- Claim-reporting windows surfaced before they close, for every open claim
- Personalized outreach using real policy data — 3.2× better conversion
- Producer handoffs are automatic; your book stays protected
A note on competitors: RenewalCompass and InsurTrac are calendar tools — they still need you to enter the dates. Apex reads the document and sets the clock itself.
Simple, Transparent Pricing
Pick the plan that fits your agency. Upgrade or cancel any time.
Starter
- Up to 3 producers
- Up to 250 active policies
- Renewal alerts
- Basic claim tracking
- Email support
Professional
- Up to 10 producers
- Up to 1,000 active policies
- Full claim window tracking
- Producer handoff alerts
- Retention analytics
- Priority support
Agency
- Unlimited producers
- Unlimited policies
- Custom alert workflows
- API access
- Dedicated onboarding
- SLA-backed uptime
All plans include a 14-day free trial. No credit card required. Cancel any time.
Early adopters weigh in.
We were losing 2–3 renewals a month to missed follow-up. Apex flagged 11 upcoming renewals in our first week — ones we had no alerts set for.
Marcus T.
Principal · Coastal Ridge Agency
The claim window tracking alone saved us from an E&O situation. A client's 30-day reporting window was buried in an endorsement. Apex caught it; we didn't.
Sandra L.
Operations Director · Summit Commercial
We moved from a spreadsheet and three different calendar systems to Apex. Setup took a morning. The peace of mind is worth 10× the price.
James W.
Managing Partner · Lakeside Group
Placeholder testimonials representing realistic agency operator scenarios. Not claimed as real endorsements.
Common questions
Stop Losing Clients to Missed Deadlines
Join insurance agencies who've moved from manual tracking to always-on policy intelligence. Get early access today.
Get Early Access →Or email us at apex-2@leapd.ai