Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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