RenewalCompass

RenewalCompass

Regency Software LLC
+
+

Related Products

  • LinkSquares
    724 Ratings
    Visit Website
  • ContractSafe
    319 Ratings
    Visit Website
  • Medsender
    28 Ratings
    Visit Website
  • Filejet
    38 Ratings
    Visit Website
  • CredentialingSpectrum
    5 Ratings
    Visit Website
  • Filevine
    576 Ratings
    Visit Website
  • R3 Contract Management for GovCon
    1 Rating
    Visit Website
  • Striven
    234 Ratings
    Visit Website
  • AgeChecker.Net
    3 Ratings
    Visit Website
  • Aesthetic Insight
    10 Ratings
    Visit Website

About

Lapsewise is a renewal and expiry management platform that keeps track of every date that matters for your business — certificates, contracts, licenses, grants, insurance policies, warranties, and memberships — in one calm dashboard. Add a record, set your notice period, and Lapsewise sends automatic email reminders before the date arrives. No more spreadsheets, no more relying on one person's memory, no more finding out something lapsed after the fact. Each record type has its own module with the fields that matter: renewal dates, key contacts, document storage, cost tracking, and status (active, expiring soon, action needed). Pro users can upload a document and let the AI parser pull out the key dates automatically. Free to start — the free plan covers up to 5 records with no time limit. Paid plans add unlimited records, team members, CSV import, SMS reminders, and AI document parsing. No long-term contract required. Built for operations teams, compliance managers, & SMBs

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

Businesses

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

$0
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

Lapsewise
Founded: 2026
Sweden
www.lapsewise.com

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Alternatives

AgencyZoom

AgencyZoom

Vertafore
Crow Canyon Contract Management

Crow Canyon Contract Management

Crow Canyon Software
ONEview

ONEview

Managed Maintenance

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
Slack
Twilio
Vertafore AMS360

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Slack
Twilio
Vertafore AMS360
Claim Lapsewise and update features and information
Claim Lapsewise and update features and information
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information