RenewalCompass

RenewalCompass

Regency Software LLC
Right Stage CRM

Right Stage CRM

Straight Talk Marketing
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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

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.

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

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.

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

$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

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:

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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

Straight Talk Marketing
Founded: 2026
United States
rightstage.straighttalk.marketing/

Alternatives

AgencyZoom

AgencyZoom

Vertafore

Alternatives

iSales CRM

iSales CRM

IT IDOL Technologies
RenewalCompass

RenewalCompass

Regency Software LLC

Categories

Categories

CRM

Insurance Agency Management 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
Vertafore AMS360

Integrations

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