RenewalCompass

RenewalCompass

Regency Software LLC
+
+

Related Products

  • LinkSquares
    724 Ratings
    Visit Website
  • Setyl
    48 Ratings
    Visit Website
  • SuperOps
    223 Ratings
    Visit Website
  • Atera
    2,094 Ratings
    Visit Website
  • NinjaOne
    5,368 Ratings
    Visit Website
  • Domotz
    285 Ratings
    Visit Website
  • Josys
    246 Ratings
    Visit Website
  • Auvik
    673 Ratings
    Visit Website
  • Addigy
    261 Ratings
    Visit Website
  • EZO AssetSonar
    114 Ratings
    Visit Website

About

IT resellers face the very complex process of selling, tracking and renewing IT assets - but it doesn't have to be this way. Going beyond simply quoting, Owlytica simplifies the process of selling and renewing IT assets, converting line items into valuable assets for contract, renewals, ticketing and upselling. Now IT resellers can have a tool to streamline operations and enhance profitability. Ideal for VARs and MSPs, get quoting, renewal management and IT asset management in one unified platform. Save time and increase margins by capturing every renewal, analyzing pricing and upselling using the data you already have.

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

Ideal for IT Resellers, MSPs, VARs, TPMs, and third party maintenance company and organizations of all sizes

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
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

Owlytica
Founded: 2022
United States
www.owlytica.com

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Alternatives

AgencyZoom

AgencyZoom

Vertafore
ONEview

ONEview

Managed Maintenance
Crow Canyon Contract Management

Crow Canyon Contract Management

Crow Canyon Software

Categories

Categories

IT Asset Management Features

Asset Tracking
Audit Management
Compliance Management
Configuration Management
Contract/License Management
Cost Tracking
Depreciation Management
Inventory Management
IT Service Management
Maintenance Management
Procurement Management
Requisition Management
Supplier Management

MSP Features

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

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
Salesforce
Vertafore AMS360
Zapier

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Salesforce
Vertafore AMS360
Zapier
Claim Owlytica and update features and information
Claim Owlytica and update features and information
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information