RenewalCompassRegency Software LLC
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Related Products
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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
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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
Businesses
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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 |
Screenshots and Videos |
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Pricing
$0
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 InformationLapsewise
Founded: 2026
Sweden
www.lapsewise.com
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Company InformationRegency Software LLC
Founded: 2016
United States
renewalcompass.com
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Alternatives |
Alternatives |
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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
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Slack
Twilio
Vertafore AMS360
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Integrations
Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Slack
Twilio
Vertafore AMS360
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