RenewalCompass

RenewalCompass

Regency Software LLC
+
+

Related Products

  • Setyl
    48 Ratings
    Visit Website
  • FinOpsly
    3 Ratings
    Visit Website
  • Regpack
    388 Ratings
    Visit Website
  • Josys
    246 Ratings
    Visit Website
  • Revaly
    7 Ratings
    Visit Website
  • Advantage
    37 Ratings
    Visit Website
  • InEight
    136 Ratings
    Visit Website
  • Digital WarRoom
    55 Ratings
    Visit Website
  • Flashcloud
    15 Ratings
    Visit Website
  • TimeControl
    1 Rating
    Visit Website

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.

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

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

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

$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

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 5.0 / 5
ease 5.0 / 5
features 4.8 / 5
design 4.8 / 5
support 5.0 / 5

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

Pros & Cons from Real Users

Pros

  • Easy to install and I love their extension to scan mails and check for active subscriptions. Once it finds them, you are able to automatically put them inside the management table where you just assign an owner. Super easy and great way to add subscriptions!
  • CostLoop provides a clear overview of all recurring subscriptions in one place, helping users avoid forgotten renewals, reduce unnecessary expenses, and stay informed with timely alerts before charges occur.
  • Easy to use and quite easy to install, perfect for smaller companies like us. Also we really like the request features they have which helps us easily decide whether we should approve new licenses or not.
  • Easy to use and quite easy to install, perfect for smaller companies like us. Also we really like the request features they have which helps us easily decide whether we should approve new licenses or not.

Cons

  • Not for enterprises, but for small and medium businesses its perfect
  • The platform depends on users keeping their subscription information up to date, and some advanced budgeting or financial analysis features available in larger finance tools may not be included.
  • To be honest this is our first month of using this software, so we haven't found any cons so far. But we will come back and edit the review if we find any.
  • To be honest this is our first month of using this software, so we haven't found any cons so far. But we will come back and edit the review if we find any.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CostLoop
Founded: 2025
Norway
costloop.com

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Alternatives

AgencyZoom

AgencyZoom

Vertafore

Categories

Categories

Insurance Agency 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 CostLoop and update features and information
Claim CostLoop and update features and information
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information