RenewalCompassRegency Software LLC
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Related Products
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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.
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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
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies of all sizes looking for a powerful performance solution
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Audience
Independent insurance agencies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$59/month/2 users
For a solo agent or producer managing one book. 1 Producer Seat, 1 CSR
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCreato
Founded: 1998
United States
www.creato.com
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Company InformationRegency Software LLC
Founded: 2016
United States
renewalcompass.com
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Categories |
Categories |
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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
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
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Integrations
Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
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Integrations
Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
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