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
Renewtrak is an automation platform that connects the global tech industry to power the renewals and subscription economy. Our customers are able to take control of their recurring revenue streams and automate quoting through complex distribution channels to present their customers with personalized and relevant renewal options for all kinds of license, support, maintenance, and annuity contracts. Automated renewal notifications save your team time and touch every single account, improving renewal rates. Use the renewal event as an opportunity to grow existing customers. Let your customers browse, self-checkout, and close the deal effortlessly for quicker quote-to-cash. We’re bringing the B2C digital buying customer experience to B2B, where customers are not only encouraged to renew, but expand. Renewtrak automates repetitive tasks so your team can focus on what really matters. With AI-enabled likelihood to renew scores, our dashboard gives you real-time visibility.
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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
Businesses searching for a solution to optimize their revenue retention and increase growth
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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 |
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Pricing
$59/month/2 users
Free Version
Free Trial
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Pricing
No information available.
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 InformationRenewtrak
Founded: 2016
Australia
www.renewtrak.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
Google Sheets
HawkSoft
Jenesis Agency Management
Microsoft Dynamics 365
Microsoft Excel
NowCerts
QQCatalyst
Salesforce
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Integrations
Applied Epic
EZLynx
Google Sheets
HawkSoft
Jenesis Agency Management
Microsoft Dynamics 365
Microsoft Excel
NowCerts
QQCatalyst
Salesforce
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