RenewalCompassRegency Software LLC
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Related Products
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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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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.
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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
Independent insurance agencies
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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
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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
$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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Pricing
$49 per month
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 InformationRegency Software LLC
Founded: 2016
United States
renewalcompass.com
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Company InformationRenewalTracker
Founded: 2010
United States
www.renewaltracker.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
Chrome OS
Cisco Duo
EZLynx
Google Sheets
HawkSoft
Jenesis Agency Management
Microsoft Excel
Momentum AMP by NowCerts
QQCatalyst
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Integrations
Applied Epic
Chrome OS
Cisco Duo
EZLynx
Google Sheets
HawkSoft
Jenesis Agency Management
Microsoft Excel
Momentum AMP by NowCerts
QQCatalyst
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