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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

COMPASS®, a project portfolio management software, is designed to support your organization's quality improvement and performance improvement activities. COMPASS helps to create a list of improvement opportunities that can be prioritized by management. Projects are allocated on a timely basis and improvement teams are guided step-by-step through the completion of work necessary for breakthrough improvement. The end user is provided with the best tools for each problem. An A3 format is the preferred reporting format for many organizations. You can increase your ROI through improvement work by completing more projects and completing all projects in a shorter time frame. While organizations with experience in Six Sigma and Lean will be able leverage COMPASS quickly to achieve higher levels of performance, any organization that is committed to improving can use COMPASS.

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

Screenshots View All

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360

Pricing Details

No price information available.
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

Creato

Founded

1998

Country

United States

Website

www.creato.com

Vendor Details

Company Name

Regency Software LLC

Founded

2016

Country

United States

Website

renewalcompass.com

Product Features

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Product Features

Insurance Agency

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

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