RenewalCompass

RenewalCompass

Regency Software LLC
SP Policy Management

SP Policy Management

SP Marketplace
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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

SP Policy Management streamlines the entire policy and procedure life cycle from development through electronic acknowledgment by employees or contractors. Built on SharePoint, Microsoft Teams, and the Power Platform, SP Policy Management is an easy-to-use out-of-the-box solution that provides a consistent way to drive compliance with policies from HR, IT, Security, Safety, and more. Upon Approval, publish policies to the Policies Portal for access by employees with applied governance by the group. Provide a central point for employees to search, browse and see the latest policies. Also, view their acknowledgments. Manage and track policy expiration, renewal, and retention. Reminder notifications to policy owners. Policy calendar for upcoming renewals. Request via email employee groups to acknowledge that they have read and understood policies. Schedule and Track Policy Acknowledgement by Group.

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

Policy Management solution for companies manage policies and procedures on Office 365 through the entire lifecycle from development through employee acknowledgements

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

$15 per user per year
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

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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

SP Marketplace
Founded: 2012
United States
www.spmarketplace.com/sppolicymanagement.html

Alternatives

AgencyZoom

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Staff.Wiki

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Procedure Rock

Procedure Rock

Gerald Fanning Consulting

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
EZLynx
HawkSoft
Jenesis Agency Management
Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information
Claim SP Policy Management and update features and information
Claim SP Policy Management and update features and information