CompassBIASHLIN Management
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RenewalCompassRegency Software LLC
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Related Products
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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.
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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
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
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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
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Audience
Businesses interested in a platform to discover insights and opportunities from the data they already collect
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Audience
Independent insurance agencies
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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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
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationASHLIN Management
Founded: 1996
www.ashlininc.com/solutions/compassbi/
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Company InformationRegency Software LLC
Founded: 2016
United States
renewalcompass.com
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Categories |
Categories |
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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
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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
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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
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Integrations
Applied Epic
Supported
EZLynx
Supported
HawkSoft
Supported
Jenesis Agency Management
Supported
Momentum AMP by NowCerts
Supported
QQCatalyst
Supported
Vertafore AMS360
Supported
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