RenewalCompass

RenewalCompass

Regency Software LLC
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About

For Employers, spending less time managing their group’s benefits means spending more time focusing on the core of their business - people. Quote, sell and maintain small groups without the hassle of paper and multiple platforms. FormFire makes managing group benefits quicker, easier and more attractive for small groups. FormFire's platform makes the process of collecting Employee data simple. Plus, it empowers Brokers to gain and retain more clients. At renewal, quote every available plan, whether ACA or medically underwritten, without having to exchange a single piece of paper. With the help of a trusted Broker advising them, Employers can make the best decision about what plans to offer in a digital marketplace – from major medical to pet insurance. Employees can make plan selections online, comparing options and pricing in real-time.

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

Companies looking for an online insurance enrollment platform

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

$399 per month
Free Version
Free Trial

Pricing

$59/month/2 users
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

FormFire
Founded: 2006
United States
www.formfire.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

Benefits Administration Features

Claims Management
COBRA Administration
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
Flexible Spending Accounts
FMLA Administration
For Brokers
For Employers
FSA Administration
Health Insurance Administration
HIPAA Compliant
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

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
NowCerts
QQCatalyst
Vertafore AMS360

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360
Claim FormFire and update features and information
Claim FormFire and update features and information
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information