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
Track40 turns the processes a business repeats into workflows that run the same way every time.
Work moves through stages you define, and each stage asks for what it needs before a job can move on, so every handoff arrives complete. Put a time limit on a stage and anything running over is flagged by itself, counted in your working hours and holidays.
Jobs arrive through forms you publish. Submitters get a link to track it, no account needed.
Read any board as a sortable table and save it as a report. Keep suppliers, price lists and catalogues in the app so nobody retypes them. Total up line items automatically. Every change is recorded with who made it.
Connect everything else with a full API and signed webhooks. Zapier and Make connectors available. Moving off Pipefy? The importer brings boards, cards, comments and files across.
Roles control who sees and changes what.
$12 USD per editor per month. Viewers are unlimited and free. Thirty days to try it, no charge and no card.
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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
Operations teams who want to streamline their operations.
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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
$12/month/user
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 InformationTrack40
Founded: 2024
New Zealand
track40.com
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Alternatives |
Alternatives |
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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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Business Process Management Features
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
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Integrations
Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Make
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
Zapier
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Integrations
Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Make
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
Zapier
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