One dashboard. Every license, registration, and deadline. Fully visible.
RenewalTracker centralizes every license, registration, certification, and compliance deadline your firm depends on — with automated reminders that reach the right person with enough lead time to actually act.
Track Every License and Registration State insurance licenses, NMLS registrations, securities licenses, and multi-state credentials — all visible in one dashboard instead of scattered across departments.
The Solution
❝Renewal Tracker is a gamechanger for staying organized. Since implementing, our tracking process has been seamless.
- Accounting User
Stay Ahead of Continuing Education Deadlines CFP, CPA, CFA, and CE requirements tracked per advisor or employee, with automated alerts well before a deadline puts their standing at risk.
Never Let Coverage Lapse E&O insurance, surety bonds, and fidelity bonds tracked alongside everything else — so coverage gaps don't happen because a renewal date got missed.
Be Ready for Every Exam and Audit Centralized records, role-based access, and a clear compliance history mean you're never scrambling when an examiner, auditor, or regulator asks for proof.
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Add Your Licenses, Registrations, and Deadlines Import everything your firm and staff are responsible for — no lengthy IT project required.
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Set Your Reminder Windows Configure who's notified and how far in advance, down to the individual license or credential.
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Stay Compliant, Automatically Get alerted well before anything lapses — with a clear record ready the moment someone asks for it.
How It Works
❝They makes it easy to manage licenses & contracts to always stay ahead.
Licensing Director
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Built for regulatory reality — track licenses, registrations, and CE requirements without a compliance headcount increase
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Fast to deploy — live in under 60 minutes, no IT project or lengthy onboarding
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Secure by design — SSL encryption, MFA, SSO, and role-based access control
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Affordable — plans starting at $39/month, not enterprise GRC pricing
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Multi-location and multi-state ready — track renewals across every branch, office, or producer
Why Financial Services Teams Choose RenewalTracker
Banks & credit unions ● Insurance agencies & MGAs ● Broker-dealers & RIAs ● Wealth management & advisory firms ● Mortgage & lending institutions
Built For...
Everything you Need
Intelligent Notifications
Automatic email reminder notifications
Streamlined
Processes
Easily manage all renewal process
User Restricted Access
Secure user-specific and role-based access.
Ultimate
Scalability
Manage unlimited number of items
Customizeable & Extendable
Customize fields, labels, statuses, and key dates.
Flexible for Any Business
Manage any business or personal recurring items
Centralized
Command
Centralized control of renewals and files
Secure
Environment
SSL, MFA, SSO, IP checks, and secure access.
Custom Form Creation
Create custom forms such as a check request
From manual tracking to automated intelligence.
Results
❝We don't miss renewals, which is a a big win and gives us a competitive advantage.
Brad M.
1,450+ Items | 100+ Customers
Agreements | Contracts
❝With RenewalTracker, we're getting better results in a quarter of the time.
Phillippe F.
1,600+ Items | 350+ Vehicles
Permits | Licenses | Inspections
❝RenewalTracker simplifies tracking all our client filings across every location.
Madeline B.
6,000+ Items | 50 States
Licenses | Tax Filings
Trusted across IT, Finance, Construction, Manufacturing, Healthcare, and Professional Services.
Is RenewalTracker a compliance guarantee or regulatory advisory service? No. RenewalTracker is a tracking and notification tool — it helps your team stay ahead of license, registration, and deadline renewals, but it doesn't provide regulatory or legal guidance. Your compliance officer or counsel remains responsible for regulatory determinations.
Can we track licenses across multiple states or producers? Yes. RenewalTracker supports unlimited licenses, registrations, and credentials per person, location, or department, each with its own custom reminder schedule.
Is our data secure? Yes — RenewalTracker uses SSL encryption, expiring passwords, IP authentication, Multi-Factor Authentication (MFA), and Single Sign-On (SSO), with role-based access so users only see what's relevant to them.
How is this different from a full GRC platform? GRC platforms are built for enterprise-wide risk, policy, and audit management — often with significant cost and implementation time. RenewalTracker is purpose-built specifically for tracking renewal and expiration deadlines, so firms get the visibility they need without the complexity or price tag of a full GRC suite.
FAQ
One missed renewal shouldn't put your license — or your reputation — at risk.
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A producer's insurance license lapsed mid-quarter and nobody caught it until a client complaint surfaced it
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Your NMLS or state registrations are tracked across spreadsheets, sticky notes, and someone's calendar reminders
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E&O coverage renewed late, leaving a gap nobody noticed until it mattered
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An examiner asked for proof of current licensing and it took days to pull together
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Continuing education deadlines snuck up on an advisor, threatening their standing
In financial services, a missed renewal isn't just an inconvenience — it's a regulatory exposure, a client-trust issue, and in some cases, a fineable offense. That risk shouldn't depend on someone remembering a date.
The Problem
IMPLEMENTATION ZERO:
Live in under 60 minutes
Stay one step ahead with our easy online management and tracking process - and never miss another key date or pay another penalty. RenewalTracker solves any recurring renewal challenge across any industry and business area.
Easily track and manage nearly every renewal type in one place.
Licenses
Permits
Certifications
Subscriptions
Agreements
Contracts
Payments
Invoices
Memberships
Policies
Commitments
Many more
❝RenewalTracker intelligently manages every licensing requirement across our offices.
Jeremy M.
© RenewalTracker, LLC - All rights reserved.
RenewalTracker helps banks, credit unions, insurance agencies, and advisory firms track every license, registration, certification, and regulatory deadline in one place — so nothing lapses, nothing gets missed, and nothing puts your firm at risk.
No credit card required ● Live in under 60 minutes ● Built for lean compliance teams
