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
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

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

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:

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

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

Alternatives

AgencyZoom

AgencyZoom

Vertafore

Alternatives

Spine Assets

Spine Assets

Spine Technologies

Categories

Categories

Insurance Agency Features

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

Virtual Machine Features

Backup Management
Graphical User Interface
Remote Control
VDI
Virtual Machine Encryption
Virtual Machine Migration
Virtual Machine Monitoring
Virtual Server

Integrations

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

Integrations

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