Audience
Independent insurance agencies
About RenewalCompass
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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Pricing
Starting Price:
$59/month/2 users
Pricing Details:
For a solo agent or producer managing one book. 1 Producer Seat, 1 CSR
Free Trial:
Free Trial available.
Integrations
Company Information
Regency Software LLC
Founded: 2016
United States
renewalcompass.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Online
RenewalCompass Frequently Asked Questions
RenewalCompass Product Features
Insurance Agency
Contact Management
Policy Management
Property & Casualty
Claims Management
Commission Management
Document Management
Insurance Rating
Life & Health
Quote Management