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

The foundational agency management system for your core business. As part of Vertafore’s best-in-class platform, AMS360 is an agency management system that provides the foundation for independent agencies to grow their businesses and boost their profitability.​ It helps streamline workflows​, improve renewals and retention​, and drive new business​ resulting in improved employee ​productivity​ and superior customer ​experience​. Reduce time spent on finance and accounting with solutions designed to meet your needs. Automatic alerts help you stay on top of renewals and rate increases so you can increase your retention rate. Integrate the agency-carrier workflow with TransactNOW and free up time to focus on your customers. Access your Vertafore solutions with single sign-on, so you don't have to remember multiple logins. A robust library of APIs allows you to seamlessly integrate applications with AMS360®.

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

Insurance agencies and companies in need of a cloud solution for risk and insurance management

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
Free Version
Free Trial

Pricing

No information 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

Vertafore
Founded: 1969
United States
www.vertafore.com

Alternatives

AgencyZoom

AgencyZoom

Vertafore

Alternatives

Macaw AMS

Macaw AMS

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Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
Applied Epic

Applied Epic

Applied Systems
WorkSmart

WorkSmart

Vertafore
Surefyre

Surefyre

Vertafore

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
Dial Your Leads
EZLynx
FurtherAI
HawkSoft
Jenesis Agency Management
NowCerts
Pathway Insurance Software
QQCatalyst
RenewalCompass
Sonant
Synatic
Vertafore AMS360
Vonix
WorkSmart
ZoneBilling
ePayPolicy
vBots

Integrations

Applied Epic
Dial Your Leads
EZLynx
FurtherAI
HawkSoft
Jenesis Agency Management
NowCerts
Pathway Insurance Software
QQCatalyst
RenewalCompass
Sonant
Synatic
Vertafore AMS360
Vonix
WorkSmart
ZoneBilling
ePayPolicy
vBots
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information
Claim Vertafore AMS360 and update features and information
Claim Vertafore AMS360 and update features and information