RenewalCompass

RenewalCompass

Regency Software LLC
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About

Kordis is the AI that runs day-to-day operations for Canadian staffing agencies with 25 to 100 workers. It fills shifts, tracks credentials, answers worker texts, and turns a six-hour payroll evening into minutes. Built inside a real Ontario temp agency, it handles the manual glue around every shift: applicant screening calls with transcripts and scores, one-tap onboarding to a worker's phone, auto-dispatch texts that stop when the shift is claimed, drop-out cover staged before your alarm, credential renewal tracking (forklift classes, Smart Serve, Serving It Right, ProServe), and client hour sheets matched to an ADP-ready payroll export. Agencies keep their own payroll, accounting, and books — Kordis is the operational layer around them, with every action staged for the owner's one-tap OK. Ontario, BC, and Alberta rules built in. $249/month founding rate, then $499 flat. Two weeks free on your own data, no credit card.

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

Owner-operated temp staffing agencies in Canada with 25 to 100 field workers, in light industrial and warehouse, private-pay nursing and PSW, and banquet, event, and hotel staffing. Our buyer is the agency owner or operations manager who personally fills shifts, screens applicants, and runs payroll — typically in Ontario, British Columbia, or Alberta.

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

$249/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:

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

Kordis
Founded: 2026
Canada
kordisai.com

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Alternatives

AgencyZoom

AgencyZoom

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 Kordis and update features and information
Claim Kordis and update features and information
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information