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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
API Access
Has API
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
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
Compensation Management
Custom Rating Scales
Customizable Templates
Individual Development Plans
On-going Performance Tracking
Peer Appraisals
Review Cycle Tracking
Self Service Portal
Self-Appraisals
Skills Assessments
Weighted Performance Measures
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management