RenewalCompass

RenewalCompass

Regency Software LLC
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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.)

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

Marketers, Product, Operations

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

No images available

Screenshots and Videos

Pricing

$99/month
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:

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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

GetWhys
Founded: 2024
United States
www.getwhys.io/compass

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Alternatives

AgencyZoom

AgencyZoom

Vertafore
Compass SRP

Compass SRP

Bespokemetrics

Categories

Categories

Insurance Agency Management 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 GetWhys Compass and update features and information
Claim GetWhys Compass and update features and information
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information