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Description
This innovative program is now accessible to Independent Agencies and Brokers, boasting a range of powerful and effective features at a highly competitive price. Initially created for our own agency, we found ourselves unable to locate a suitable and budget-friendly solution that met our requirements. With the assistance of a skilled IT friend, we collaborated to outline our desired functionalities for a management system, and he swiftly developed a workable solution that we have continuously improved since then. As our agency expanded, our requirements evolved as well, prompting a transition from a single desktop user model to a comprehensive networked system that enhanced operational efficiency for all staff members. We began incorporating additional lines, carriers, and products, which necessitated improved prospecting capabilities and more intricate reporting structures. Consequently, our needs only continued to grow, leading to the implementation of features such as daily or weekly suspense reporting, seamless mail merging, targeted prospecting based on X-Dates or carriers, automatic renewal alerts, and sub-producer reporting, among others. This ongoing evolution has been pivotal in ensuring our agency remains competitive and responsive to market demands.
Description
RenewalCompass serves as a specialized policy renewal pipeline designed specifically for independent insurance agencies with a team of one to ten producers. It bridges the gap between traditional spreadsheets and comprehensive agency management systems, providing agents and their teams with a unified, risk-assessed overview of all renewals in their portfolio.
Each policy within the renewal timeframe is automatically evaluated based on premium size, days until expiration, and recent engagement activity. This prioritization allows high-risk accounts to be easily identified, enabling producers to concentrate their efforts daily without the need to recreate a prioritization list.
The renewal pipeline is organized into five distinct stages: Upcoming, In Progress, Committed, Renewed, and Lapsed, featuring one-click transitions between stages and a complete contact history for every account. This collaborative approach ensures that the entire team operates from a single board, preventing any oversight during a producer's absence or during particularly busy periods for the agency, thereby enhancing overall efficiency. Moreover, this streamlined process fosters better communication and teamwork, ultimately leading to improved policy retention rates.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$595 one-time payment
Free Trial
Free Version
Pricing Details
$59/month/2 users
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Agency Access Pro
Founded
1987
Country
United States
Website
www.agencyaccesspro.com
Vendor Details
Company Name
Regency Software LLC
Founded
2016
Country
United States
Website
renewalcompass.com
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Alternatives
Alternatives
No Alternatives
