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

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.

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

Operations teams who want to streamline their operations.

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

$12/month/user
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

Track40
Founded: 2024
New Zealand
track40.com

Alternatives

AgencyZoom

AgencyZoom

Vertafore

Alternatives

Airo Mail

Airo Mail

Airo Intelligence Inc.
Autovella

Autovella

Revcodex LLP
RenewalCompass

RenewalCompass

Regency Software LLC

Categories

Categories

Insurance Agency Management Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Make
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
Zapier

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Make
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
Zapier
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information
Claim Track40 and update features and information
Claim Track40 and update features and information