RenewalCompassRegency Software LLC
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Related Products
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About
CostLoop is a subscription tracking and recurring expense management platform designed for freelancers, startups, remote teams, entrepreneurs, and small businesses to monitor software subscriptions, license renewals, invoices, cancellation links, and SaaS spending from one centralized dashboard. The platform helps users avoid forgotten renewals, reduce wasted software spend, track recurring costs, organize subscription-related documents, monitor budgets, and identify unused or duplicate subscriptions through automated insights, renewal reminders, and subscription health scoring.
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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
CostLoop is ideal for freelancers, startups, entrepreneurs, remote teams, small businesses, agencies, consultants, finance teams, operations managers, SaaS companies, ecommerce businesses, digital agencies, IT administrators, and organizations seeking subscription tracking software, SaaS expense management platforms, recurring cost monitoring tools, renewal reminder software, software budget management systems, invoice organization tools, vendor subscription tracking platforms, and recurring operational expense management solutions
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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
$39/month
Free Plan - $0/month
--- 1 subscription to test Dashboard & basic analytics Renewal reminders Manual tracking Cancellation link storage Document links Notes Health score & breakdown Savings opportunities Renewal calendar CSV import CSV export Bank statement import Chrome extension - email scanner Priority support Automatic daily price-hike detection --- Pro Plan - $9/month --- Unlimited subscriptions Everything in Free Health score & breakdown Savings opportunities panel Renewal calendar view CSV import & export Bank statement import Chrome extension - email scanner Advanced reminders Bulk actions Priority support Automatic daily price-hike detection --- Business Plan - $39/month --- Everything in Pro Bank statement import Chrome extension - email scanner Workspace & team members area Real-time subscription request system Approval system Instant email notifications to all admins Business panel view Admin-level dashboard Priority support Automatic daily price-hike detection
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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Pros & Cons from Real UsersPros
Cons
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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 InformationCostLoop
Founded: 2025
Norway
costloop.com
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Company InformationRegency Software LLC
Founded: 2016
United States
renewalcompass.com
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Alternatives |
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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