IDP CompassIDP
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RenewalCompassRegency Software LLC
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Related Products
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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.
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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
Insurance companies that need a business intelligence solution built for insurance
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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 Videos |
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Pricing
No information available.
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 InformationIDP
Founded: 1949
United States
www.idpnet.com/product/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 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
ID123
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
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Integrations
Applied Epic
EZLynx
HawkSoft
ID123
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
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