RenewalCompass

RenewalCompass

Regency Software LLC
+
+

Related Products

  • Setyl
    48 Ratings
    Visit Website
  • GoCodes
    274 Ratings
    Visit Website
  • EZO AssetSonar
    114 Ratings
    Visit Website
  • Freshservice
    2,095 Ratings
    Visit Website
  • The Asset Guardian EAM (TAG)
    22 Ratings
    Visit Website
  • Maintainly
    71 Ratings
    Visit Website
  • eMaint CMMS
    893 Ratings
    Visit Website
  • ShareMyToolbox
    41 Ratings
    Visit Website
  • TRACTIAN
    138 Ratings
    Visit Website
  • ManageEngine ServiceDesk Plus
    1,946 Ratings
    Visit Website

About

Dalos is a comprehensive platform designed to streamline the management of maintenance contracts, software subscriptions, and IT assets. Dalos enables organizations to gain visibility and control over their assets, optimize renewal processes, and enhance customer engagement. The platform integrates with existing ERP and CRM systems, facilitating seamless data exchange and process synchronization. Dalos serves corporations aiming to maximize ROI on IT assets and resellers/MSPs seeking to increase quote-to-cash and grow renewal revenue. Increase your service attach and renewal rates by knowing the status of upcoming contract expirations. Eliminate the manual, administrative tasks of finding and assessing your assets. Communicate with on-site IT personnel to execute software updates, conduct routine maintenance, or switch out expired assets. Predict and plan for asset expirations and replacement costs with accurate data.

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

Enterprises in search of a tool to gain visibility and control of their subscriptions, contracts, IOT devices, Network & Non-Network assets

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

$300/monthly
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 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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Dalos
Founded: 2020
United States
dalos.co

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Alternatives

AgencyZoom

AgencyZoom

Vertafore
ONEview

ONEview

Managed Maintenance
AssetTiger

AssetTiger

SmartSign
Confirm

Confirm

Brightly (formerly Dude Solutions)

Categories

Categories

Subscription Management Features

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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
Juniper AI-Native Networking Platform
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Juniper AI-Native Networking Platform
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
Claim Dalos and update features and information
Claim Dalos and update features and information
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information