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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The Compass software suite collaborates seamlessly to furnish service providers with a comprehensive 360-degree perspective of their network, tailored to specific roles or activities. This enables a diverse user base, including network planners, engineers, support teams, marketers, general managers, and even home network subscribers, to utilize Compass applications for gaining profound insights into network performance, services, and business operations. Built on a cloud platform, the software aggregates data from the entire Compass ecosystem or integrates through APIs and uploads from various data sources to create personalized views. Once the information is assimilated into the Compass system, it is systematically organized, scrutinized, and delivered as actionable reports or controls that empower users to optimize their networks, strategically allocate capital, or determine the appropriate services to provide to customers and the optimal timing for those offerings. This holistic approach not only enhances operational efficiency but also drives informed decision-making across the organization.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Applied Epic No 
EZLynx No 
HawkSoft No 
Jenesis Agency Management No 
Momentum AMP by NowCerts No 
QQCatalyst No 
Vertafore AMS360 No 

Integrations

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

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$59/month/2 users
For a solo agent or producer managing one book. 1 Producer Seat, 1 CSR
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Calix

Founded

1999

Country

United States

Website

www.calix.com/compass.html

Vendor Details

Company Name

Regency Software LLC

Founded

2016

Country

United States

Website

renewalcompass.com

Product Features

Cloud Management

Access Control No 
Billing & Provisioning No 
Capacity Analytics No 
Cost Management No 
Demand Monitoring No 
Multi-Cloud Management No 
Performance Analytics No 
SLA Management No 
Supply Monitoring No 
Workflow Approval No 

IT Management

Capacity Monitoring No 
Compliance Management No 
Event Logs No 
Hardware Inventory No 
IT Budgeting No 
License Management No 
Patch Management No 
Remote Access No 
Scheduling No 
Software Inventory No 
User Activity Monitoring No 

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management Yes 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management Yes 
Property & Casualty Yes 
Quote Management No 

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