PactAlertRubiDev OÜ
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RenewalCompassRegency Software LLC
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Related Products
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About
PactAlert is an AI contract-obligation tracker for contract-heavy services firms: agencies, consultancies, and studios juggling many client agreements. Upload a contract or import it from DocuSign or Google Drive, and its AI extracts every obligation in seconds: notice periods, renewals, deliverables, review dates, SLAs, and payment terms. Each is shown with the source clause and an AI confidence score, then tracked with reminders ahead of the deadline. For contracts already mid-term, it auto-detects elapsed renewal cycles and projects the current notice deadline. The key difference is timing: PactAlert alerts you during the notice window, while you can still renegotiate, cancel, or act, not on the renewal date when it is already too late. Obligations push as tasks into Jira, Trello, and Notion, so deadlines land where the team works. A free plan covers 3 contracts, no card; paid plans scale by contract volume. Contracts are encrypted and never used to train AI.
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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
Contract-heavy services firms managing many client agreements: software and dev consultancies, marketing, PR and creative agencies, design studios, and management consultancies, plus solo operators. Best for founders, owners, operations leads, and delivery or client-services managers responsible for not missing renewals, notice periods, and deliverable deadlines.
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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 VideosNo images available
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Screenshots and Videos |
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Pricing
$29/month
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 InformationRubiDev OÜ
Founded: 2024
Estonia
rubidt.com
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Company InformationRegency Software LLC
Founded: 2016
United States
renewalcompass.com
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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
Vertafore AMS360
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Integrations
Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
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