RenewalCompass

RenewalCompass

Regency Software LLC
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About

Ivans Bookroll allows you to easily request, receive, and evaluate agencies' personal or commercial book of business data regardless of the agency management system. You will also be able to quickly enter new markets, diversify your business, and build stronger agent relationships. Diversify your book of business and expand agency relationships. With Ivans Bookroll, you can collaborate more effectively and grow with your agency partners. Spend less time manually processing files and visiting individual agencies to assess books of business. Manage the entire process via a single interface, from requests to review, acceptance, and submission of data. Remove the possibility of errors and omissions by eliminating re-keying. You’ll also reduce turnaround time for analysis and quotes and gain peace of mind with this automated, secure, and accurate way to gather and share book roll information.

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

Organizations requiring a tool to manage book transfer processes and review their policy files and paperwork

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
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

Ivans
Founded: 1983
United States
www.ivans.com/for-carriers/products/ivans-bookroll/

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Alternatives

AgencyZoom

AgencyZoom

Vertafore
Book Roll

Book Roll

Vertafore

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
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 Ivans Bookroll and update features and information
Claim Ivans Bookroll and update features and information
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information