Renewal Desk Login

Enter your Renewal Desk password. The same login works on your laptop and mobile.

Client data is stored in your MySQL database, not in this browser. Do not store Aadhaar, PAN, bank details, OTPs or policy documents.

Finance with Sam · Renewal DeskBack to Website
Private cloud dashboard

Client Renewal Desk

● Cloud connected · Same client list on laptop and mobile.

Privacy: Store only the minimum information needed for renewals. DOB is optional. Keep a CSV backup regularly.

Add / Update Client

Reference only; old installments need not be entered.
For an old policy, enter only the next unpaid due date.
Reminder date will appear here.
Reminder active0
Overdue0
Total clients0
ClientCompanyPolicyNext Due / RenewalReminderStatusMobileActions
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