RenewalCompass

RenewalCompass

Regency Software LLC
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About

COMPASS® is a project portfolio management system designed to sustain your organization’s quality and performance improvement activity. COMPASS creates a pipeline of improvement opportunities that are automatically prioritized for consideration by management. Projects are resourced on a timely basis, and improvement teams are guided, step-by-step, through the completion of work necessary to achieve breakthrough improvement. The best tools for each problem are recommended and provided to the end user. Real-time reports are available in an A3 format, the reporting tool of choice for many organizations today. Accelerate your ROI from improvement work because you are completing more projects - and completing all projects, in less time than before. Although organizations that have experience with applying the principles of Lean and Six Sigma will be able to leverage COMPASS quickly, any organization with a commitment to improve can apply COMPASS to reach higher levels of performance.

About

RenewalCompass is a policy renewal pipeline built for independent insurance agencies with one to ten producers. It fills the gap between spreadsheets and a full agency management system, giving agents and their teams a shared, risk-scored view of every renewal in the book. Every policy in the renewal window is automatically scored by premium size, days to expiration, and recent contact activity. High risk accounts rise to the top so producers know exactly where to focus each day without rebuilding a priority list from scratch. The pipeline board moves renewals through five clear stages: Upcoming, In Progress, Committed, Renewed, and Lapsed, with one-click stage progression and a full contact log on every account. The whole team works from the same board so nothing slips when a producer is out or a busy week gets away from the agency. RenewalCompass.com

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies of all sizes looking for a powerful performance solution

Audience

Independent insurance agencies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$59/month/2 users
For a solo agent or producer managing one book. 1 Producer Seat, 1 CSR
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Creato
Founded: 1998
United States
www.creato.com

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Harrington Quality Management Software (HQMS)

Harrington Quality Management Software (HQMS)

Harrington Group International

Alternatives

AgencyZoom

AgencyZoom

Vertafore

Categories

Categories

Project Portfolio Management Features

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
Claim COMPASS Quality Management System and update features and information
Claim COMPASS Quality Management System and update features and information
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information