CompassABMRefactored
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RenewalCompassRegency Software LLC
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Related Products
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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.
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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 seeking a tool to turn their website into an account-based marketing tool
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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
$18,000 per year
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 InformationRefactored
Founded: 2015
United States
www.compassabm.com
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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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Account Based Marketing Features
Analytics
Campaign Personalization
Customer Segmentation
Engagement Monitoring
Lead Nurturing
Lead Scoring
Progress Tracking
Prospecting Tools
Target Account Identification
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Insurance Agency Management 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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