CompassBI

CompassBI

ASHLIN Management
RenewalCompass

RenewalCompass

Regency Software LLC
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About

CompassBI provides a path to discover insights and opportunities from the data you already collect about your business. CompassBI gathers, visualizes, stores, and secures data from multiple sources into customized dashboards your organization can actually use. CompassBI’s dashboards provide real-time monitoring of your KPIs and high-level analysis in an intuitive and interactive interface. Transform customers from flat files to analytics with a data warehouse that has level accessibility, fast, and reliable insights from any data source. ASHLIN experts will be your organization’s Business Intelligence team, helping you to develop and maintain dashboards and offer back and front-end support.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses interested in a platform to discover insights and opportunities from the data they already collect

Audience

Independent insurance agencies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$59/month/2 users
For a solo agent or producer managing one book. 1 Producer Seat, 1 CSR
Free Version Not Supported
Free Trial Supported

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 Not Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

ASHLIN Management
Founded: 1996
www.ashlininc.com/solutions/compassbi/

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Alternatives

AgencyZoom

AgencyZoom

Vertafore
Compass SRP

Compass SRP

Bespokemetrics
Compass

Compass

Dagster Labs

Categories

Categories

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Supported
Budgeting & Forecasting Not Supported
Dashboard Supported
Data Analysis Not Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Supported
Performance Metrics Supported
Predictive Analytics Supported
Profitability Analysis Supported
Strategic Planning Not Supported
Trend / Problem Indicators Supported
Visual Analytics Not Supported

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Supported
Document Management Not Supported
Insurance Rating Not Supported
Life & Health Not Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Not Supported

Integrations

Applied Epic Not Supported
EZLynx Not Supported
HawkSoft Not Supported
Jenesis Agency Management Not Supported
Momentum AMP by NowCerts Not Supported
QQCatalyst Not Supported
Vertafore AMS360 Not Supported

Integrations

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