RenewalCompassRegency Software LLC
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Right Stage CRMStraight Talk Marketing
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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
Right Stage CRM by Straight Talk Marketing is a straightforward customer relationship management platform built for small businesses, solo professionals, agencies, consultants, and lean teams that need structure without enterprise-level complexity.
The platform brings contacts, companies, notes, meetings, tasks, activity history, and sales pipeline management into one place. Users can track relationships from prospect to customer, manage follow-up, monitor upcoming and overdue activities, and maintain clear visibility into customer and sales activity.
Right Stage CRM also supports CSV imports, role-based Owner and Member permissions, and multi-user team access. It is designed for businesses that have outgrown spreadsheets and disconnected contact lists but do not need extensive automation, complex workflows, or a large sales technology stack.
Right Stage CRM is cloud-based and available in Solo and Team plans, with Team supporting up to five users.
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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
Small business owners, solo professionals, consultants, agencies, professional services firms, and lean teams that need a simple CRM to manage contacts, companies, follow-up, meetings, tasks, and sales pipeline activity. Right Stage CRM is particularly well suited for businesses that have outgrown spreadsheets or disconnected contact lists but do not need the complexity or cost of an enterprise CRM.
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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
$29/month
$29/month for solo user, $49/month for up to 5 users. No per user rate. Annual rate is also 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 InformationStraight Talk Marketing
Founded: 2026
United States
rightstage.straighttalk.marketing/
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Categories |
Categories |
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Insurance Agency Management 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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