RenewalCompass

RenewalCompass

Regency Software LLC
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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

From foster-based rescues to full-service animal-control agencies, we've got you covered. Work on your phone, tablet, or computer anywhere, anytime in a secure, managed software solution that makes your job a snap. Our clean and simple user interface means you'll be up and running in no time. Approvals, lost and found, shelter calendar, scheduling, kennel management, licensing, rabies tags, microchips, on-site clinic, and statistical reporting. Run your shelter from your phone, tablet, or computer anywhere, anytime. Cases and investigations, dispatch, average response times, enforcements, quarantine, trap rentals, loans, lost and found, permits, and boarding. Online purchase & renewal, calculated fees, rabies expiration, automated renewal notices, and correspondence tracking. We charge an affordable monthly fee with no additional purchase requirements or upcharges. You'll always get quick and friendly support from a real person.

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

Animal shelters and control agencies requiring a tool to manage fosters, donations, medical processes, and online applications

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 per month
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:

Review this Software

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

Shelter Boss
United States
shelterboss.com

Alternatives

AgencyZoom

AgencyZoom

Vertafore

Alternatives

AnimalsFirst

AnimalsFirst

WagBrag
ShelterBoss

ShelterBoss

RescueConnection Software

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
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 Shelter Boss and update features and information
Claim Shelter Boss and update features and information