RenewalCompass

RenewalCompass

Regency Software LLC
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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

About

RenewalTracker is a cloud-based renewal management software that centralizes the tracking of all recurring renewal items such as licenses, permits, contracts, certifications, and other key dates, with customizable organization by location, department, or other groupings to fit business needs. It automates email notifications on user-defined schedules to alert authorized users and external contacts before items are due, helping eliminate missed renewals and costly penalties. It supports secure, role-based access with features like multi-factor authentication and single sign-on, and it allows attachment storage, centralized electronic file management, and custom email templates for tailored communication. Users can build custom forms, configure fields and statuses to match workflows, and view clear renewal calendars and dashboards for proactive planning.

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

Independent insurance agencies

Audience

Organizations and teams that must manage recurring renewals of licenses, contracts, permits, and other critical items, helping them stay organized and avoid missed deadlines

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

$59/month/2 users
For a solo agent or producer managing one book. 1 Producer Seat, 1 CSR
Free Version
Free Trial

Pricing

$49 per month
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

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Company Information

RenewalTracker
Founded: 2010
United States
www.renewaltracker.com

Alternatives

AgencyZoom

AgencyZoom

Vertafore

Alternatives

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
Chrome OS
Cisco Duo
EZLynx
Google Sheets
HawkSoft
Jenesis Agency Management
Microsoft Excel
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360

Integrations

Applied Epic
Chrome OS
Cisco Duo
EZLynx
Google Sheets
HawkSoft
Jenesis Agency Management
Microsoft Excel
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information
Claim RenewalTracker and update features and information
Claim RenewalTracker and update features and information