RenewalCompass

RenewalCompass

Regency Software LLC
ceBox

ceBox

Wisper
+
+

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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

Renewing part of its IT stock, IT departments are used to it. The renewal of the IT equipment is one of the projects that consume the most time on the one hand and the most recurring since each position is renewed approximately every 3 to 5 years, over time, or in installments, or again, in large-scale projects, the entire park. Let's see in detail how to better manage the renewal of its workstations! The renewal of workstations is often a time-consuming project for the IT department , but essential to fight against the obsolescence of IT equipment which sometimes leads to heavy shortfalls, help desk costs and high wandering times. For the IT department, the first step is to establish a benchmark of user needs according to their uses and their mobility. You then have to identify the right equipment, test it and ensure that it does indeed meet the specifications of the trades.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Independent insurance agencies

Audience

IT departments and enterprises looking for a software solution to manage the renewal of their workstations

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

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 Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Company Information

Wisper
Founded: 2006
France
www.wisper.io/fr/pourquoi/renouveler-postes-de-travail-cebox/

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Spine Assets

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Categories

Categories

Virtual Machine Supported

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Supported
Document Management Not Supported
Insurance Rating Not Supported
Life & Health Not Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Not Supported

Virtual Machine Features

Backup Management Not Supported
Graphical User Interface Not Supported
Remote Control Supported
VDI Supported
Virtual Machine Encryption Not Supported
Virtual Machine Migration Not Supported
Virtual Machine Monitoring Supported
Virtual Server Not Supported

Integrations

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

Integrations

Applied Epic Not Supported
EZLynx Not Supported
HawkSoft Not Supported
Jenesis Agency Management Not Supported
Momentum AMP by NowCerts Not Supported
QQCatalyst Not Supported
Vertafore AMS360 Not Supported
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information
Claim ceBox and update features and information
Claim ceBox and update features and information