GetWhys CompassGetWhys
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RenewalCompassRegency Software LLC
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Related Products
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About
Compass is an AI chatbot that answers questions with authentic, firsthand experiences, using data you can't find anywhere else online.
Marketing, Product, and Ops teams at companies like Typeform, DocuSign, and Docker use Compass to:
- Deeply understand their customers (messaging, thought leadership, personas)
- Make better software purchasing decisions (comparison, negotiation, implementation)
- Get meaningful insights into their competition (differentiators, pain points)
Compass pulls its answers from InsightDB, GetWhys' proprietary database of firsthand experiences. (GetWhys has a small army of contractors interviewing software buyers, users, and implementers—which means that InsightDB contains rich data you can't find anywhere else.)
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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
Marketers, Product, Operations
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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 VideosNo images available
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Pricing
$99/month
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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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationGetWhys
Founded: 2024
United States
www.getwhys.io/compass
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Company InformationRegency Software LLC
Founded: 2016
United States
renewalcompass.com
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Categories |
Categories |
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Insurance Agency Management 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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