CompassABM

CompassABM

Refactored
RenewalCompass

RenewalCompass

Regency Software LLC
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About

CompassABM is an easy-to-navigate ABM tool that takes advantage of the interfaces and programs you already know. Whether you’re launching a pilot or expanding an existing ABM program, CompassABM supports easy account identification and content personalization at scale. And our optional services can help you get where you want to go, fast. CompassABM provides core ABM identification and content personalization capabilities. No expensive bells and whistles that you don’t need (and probably won’t use). And our tiered subscription model means you pay only for actual usage. Pricing plans start at just $1,500/month. CompassABM plays well with your existing marketing technologies. Drive targeted traffic from Google, LinkedIn, or Terminus. Integrate with engagement tools like Drift, and export prospect data to Salesforce and contact enrichment solutions. With CompassABM, you can build a robust, comprehensive ABM solution to target high-value accounts—while continuing to engage every visitor.

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 seeking a tool to turn their website into an account-based marketing tool

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

$18,000 per year
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

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

Review this Software

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

Refactored
Founded: 2015
United States
www.compassabm.com

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Terminus

Terminus

Terminus Software

Alternatives

AgencyZoom

AgencyZoom

Vertafore
Compass SRP

Compass SRP

Bespokemetrics
Green Energy Compass

Green Energy Compass

Performance Systems Development

Categories

Categories

Account Based Marketing Features

Analytics
Campaign Personalization
Customer Segmentation
Engagement Monitoring
Lead Nurturing
Lead Scoring
Progress Tracking
Prospecting Tools
Target Account Identification

Insurance Agency Management 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 CompassABM and update features and information
Claim CompassABM and update features and information
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information