RenewalCompass

RenewalCompass

Regency Software LLC
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About

Recur is a simple Association Management System (AMS) for non-profit associations run by volunteer or part-time staff. It consolidates your operations into an easy-to-use hub and eases annual board transitions with pre-built templates and Wavy, an AI coach that trains incoming teams on using the platform. Key Features: CRM & Auto-Renewals: Centralized directory with automated renewal workflows and dues collection. Conference & Event Suite: Manages parent/sub-events, breakout sessions, exhibitor/sponsor registrations, automated reminders, and custom board/member pricing. LMS & Auto-CE Tracking: Hosts educational courses, issues certificates, manages licenses, and automatically logs Continuing Education credits. Self-Service Portal & Recur Score: 24/7 member portal and automatic engagement tracking. Web & SMS: Drag-and-drop website builder (or a full custom site rebuild service) and direct texting.

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

Associations, nonprofits, trade groups, and member-driven organizations needing to manage membership, communications, events, billing, and engagement

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

92$/month
92$/month for 1,000 contacts
25$ month for each extra +1,000 contacts

With advanced features as other add-ons. See our website for full details.
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

Recur
Founded: 2022
United States
getrecur.com

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Alternatives

AgencyZoom

AgencyZoom

Vertafore
Dash

Dash

Support Services Unlimited

Categories

Categories

Association Management Features

Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website Management

Club Management Features

Attendance Tracking
Billing & Invoicing
Check-In Manager
Contract Management
Employee Management
Event Management
Inventory Management
Marketing Management
Member Portal
Membership Management
Payment Processing
Point of Sale (POS)

Membership Management Features

Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management

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
Stripe
Vertafore AMS360

Integrations

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