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About

Compass is an insurance business analytics solution built by insurance experts. Compass was designed specifically to help you run your business. Aggregate agency, policy, premium, claim, and quote data to power your business. Compass includes dashboards, analytics, customized reports, alerts, and a full featured data management system. Compass is cloud based and with minimal requirements, you’ll be up and running quickly. Leverage your data and make strategic decisions to improve the effectiveness and efficiency of your organization. Compass can be tailored to fit your needs. Get the right information into your decision-makers’ hands so they can manage books of business, agents, products, and claims more effectively. Compass is designed to provide a cost effective technology solution to everyone in the insurance space.

About

Karma Compass is web-based board management software for nonprofit organizations. It helps board chairs, executive directors, secretaries, and staff prepare meetings, manage governance records, and follow through on decisions. It organizes board rosters, bylaws, policies, agendas, board packets, RSVPs, quorum, votes, minutes, decisions, and action items. AI tools draft agendas and minutes from records, notes, transcripts, or recordings; authorized users review drafts before they become official. Directors can RSVP, vote, and access materials through email links without accounts. Teams can ask questions about governance documents and view cited passages. A remote MCP connector lets authorized users work with their Compass records through Claude, ChatGPT, or Codex. The free plan allows five meetings per year; Pro adds unlimited meetings and AI assistance, while Enterprise pricing is customized.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Insurance companies that need a business intelligence solution built for insurance

Audience

Nonprofit board chairs, executive directors, board assistants, and directors managing agendas, minutes, votes, documents, and meeting follow-through.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$0
Free is $0, always, with unlimited board members and document uploads, voting, quorum and RSVP management, email participation, and five meetings per year. New organizations receive a two-week Pro trial without a credit card; if they do not upgrade, they move to Free without a charge. Pro is $99/month for the whole board, with unlimited meetings, AI assistance, playbooks, and integrations; yearly billing offers two months free. Enterprise pricing is scoped with the organization.
Free Version Supported
Free Trial Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

IDP
Founded: 1949
United States
www.idpnet.com/product/compass/

Company Information

Karma
United States
compass.karmahq.org

Alternatives

Compass SRP

Compass SRP

Bespokemetrics

Alternatives

HERON COMPASS

HERON COMPASS

HERON Technology
CompassBI

CompassBI

ASHLIN Management
Mjlsi

Mjlsi

Hawsabah
BoardCloud

BoardCloud

Syncrony Digital

Categories

Categories

Board Management Supported

Integrations

ChatGPT Not Supported
Claude Not Supported
Claude Duet Not Supported
Claude for Legal Not Supported
Codex CLI Not Supported
Google Meet Not Supported
ID123 Supported
Microsoft Teams Not Supported
Model Context Protocol (MCP) Not Supported
Slack Not Supported
Zoom Not Supported

Integrations

ChatGPT Supported
Claude Supported
Claude Duet Supported
Claude for Legal Supported
Codex CLI Supported
Google Meet Supported
ID123 Not Supported
Microsoft Teams Supported
Model Context Protocol (MCP) Supported
Slack Supported
Zoom Supported
Claim IDP Compass and update features and information
Claim IDP Compass and update features and information
Claim Karma Compass and update features and information
Claim Karma Compass and update features and information