Compass by ADPADP
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RenewalCompassRegency Software LLC
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Related Products
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About
Compass is a revolution in simplicity with nothing to install. It is purposefully designed lean and email-based to cut through the complexity and costs typical solutions entail. Being deployed in the primary mode of daily employee communication, email, and using nudges and in-depth coaching, Compass is the most natural growth tool your teams and leaders will ever use. The Compass Leadership Assessment lets team members easily and quickly give leaders anonymous real-time feedback on precisely what behaviors work and don’t work. What really drives your people’s daily work behaviors is hard to measure. Compass solves that problem. Assessment results are provided in easy to understand reports, with customized guidance for each leader. Real-time, reliable reporting enables each leader in your organization to monitor and get more engaged in their own progress, anytime, anywhere. Your company needs your managers performing at their best.
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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
Teams and companies requiring a leadership assessment solution to measure and manage employee behavior
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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 |
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 InformationADP
Founded: 1949
United States
compass.adp.com/solution.html
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Company InformationRegency Software LLC
Founded: 2016
United States
renewalcompass.com
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Alternatives |
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Categories |
Categories |
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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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