Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Compass represents a groundbreaking shift towards simplicity, requiring no installation at all. It is intentionally streamlined and relies on email as its primary mode of operation, effectively reducing the complexities and expenses that often accompany traditional solutions. By integrating nudges and comprehensive coaching into daily employee interactions, Compass emerges as the most intuitive development tool available for both teams and their leaders. The Compass Leadership Assessment empowers team members to provide leaders with anonymous, instant feedback on the effectiveness of various behaviors, making it easier to identify what truly influences their work dynamics. Measuring the factors that drive your employees' daily actions can be quite challenging, and Compass addresses this issue head-on. Assessment outcomes are delivered through straightforward reports, complete with tailored advice for each leader. This real-time, dependable reporting allows every leader in your organization to track and enhance their development whenever they wish, from any location. It is crucial for your company that managers operate at their highest potential, ensuring a thriving workplace environment for all. This innovative approach not only fosters individual growth but also strengthens overall team performance.
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
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
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
ADP
Founded
1949
Country
United States
Website
compass.adp.com/solution.html
Vendor Details
Company Name
Regency Software LLC
Founded
2016
Country
United States
Website
renewalcompass.com
Product Features
Performance Management
360 Degree Feedback
No
Compensation Management
No
Custom Rating Scales
No
Customizable Templates
No
Individual Development Plans
No
On-going Performance Tracking
No
Peer Appraisals
No
Review Cycle Tracking
No
Self Service Portal
No
Self-Appraisals
No
Skills Assessments
No
Weighted Performance Measures
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