RenewalCompass

RenewalCompass

Regency Software LLC
+
+

Related Products

  • Fraud.net
    56 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • Macaw AMS
    8 Ratings
    Visit Website
  • Google Cloud BigQuery
    2,017 Ratings
    Visit Website
  • Docmosis
    51 Ratings
    Visit Website
  • Process Street
    1,119 Ratings
    Visit Website
  • Healthee
    13 Ratings
    Visit Website
  • Planview ProjectAdvantage
    121 Ratings
    Visit Website
  • Jama Connect
    386 Ratings
    Visit Website
  • Code-Cube.io
    7 Ratings
    Visit Website

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

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

Insurance companies that need a business intelligence solution built for insurance

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

No information available.
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

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

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Compass SRP

Compass SRP

Bespokemetrics

Alternatives

AgencyZoom

AgencyZoom

Vertafore
CompassBI

CompassBI

ASHLIN Management
HERON COMPASS

HERON COMPASS

HERON Technology

Categories

Categories

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
ID123
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360

Integrations

Applied Epic
EZLynx
HawkSoft
ID123
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
Claim IDP Compass and update features and information
Claim IDP Compass and update features and information
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information