RenewalCompassRegency Software LLC
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ceBoxWisper
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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
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.
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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
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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
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Audience
Independent insurance agencies
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Audience
IT departments and enterprises looking for a software solution to manage the renewal of their workstations
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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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
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationRegency Software LLC
Founded: 2016
United States
renewalcompass.com
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Company InformationWisper
Founded: 2006
France
www.wisper.io/fr/pourquoi/renouveler-postes-de-travail-cebox/
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Categories |
Categories |
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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
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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
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Integrations
Applied Epic
Supported
EZLynx
Supported
HawkSoft
Supported
Jenesis Agency Management
Supported
Momentum AMP by NowCerts
Supported
QQCatalyst
Supported
Vertafore AMS360
Supported
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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
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