Back to home

Your renewal desk should not be a spreadsheet with seven bookmarks.

Independent Florida agencies already pay for AMS, CRM, and intake. The missing layer is honest property evidence beside the book — so renewals are prep work, not archaeology across PA, FEMA, and permit sites.

Compare plansWatch alerts overview

Displace the grind — not your stack

  • Replace: manual county PA lookups, FEMA map hopping, permit portal re-checks, and the renewal spreadsheet that tries to remember it all.
  • Replace: free one-shot consumer tools used as a stand-in for agency book workflow.
  • Keep: Polly, Canopy, AMS platforms, HailScore, HazardHub, and your carrier portals.

What the desk looks like

Research a property into a source-linked brief. Import or grow The Book. Review inspection documents beside the same addresses. Turn on Client alerts where your plan allows. Carrier guidelines stay a separate reference for checking the current requirements.

Evidence states stay honest: retrieved, no matching record, unavailable, or review required. Read source limits before you treat any field as bind-ready.

Start with a few renewals

Create an account, add a few properties, and review the available evidence beside their renewal dates. Check the source links and unresolved details before expanding to the rest of your book.

Start with an account

Renewal desk — FAQ

What workflow is PropertyNotes trying to replace?
The manual PA / FEMA / permit / spreadsheet desk that producers and CSRs still run beside the AMS — plus free one-shot consumer lookups that do not watch an agency book.
Will you replace our AMS or comparative rater?
No. Keep Polly, Canopy, your AMS, HailScore, HazardHub, and similar systems. PropertyNotes sits on the property-evidence and follow-up desk.
How does pricing work?
Agency $149, Growth $249, and Book $399 per month. Plans meter tracked properties and briefs and include named seat caps (for example 5 / 15 / 30 on the pricing page). Deed watches start at Growth when enabled. Automatic overage charging stays off without explicit approval.
Does importing my book automatically enable monitoring?
No. Imported properties remain unmonitored until you explicitly enable a watch. Available checks depend on the source, your plan, and the capabilities shown in the app.