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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

CompassABM is a user-friendly account-based marketing tool designed to seamlessly integrate with the interfaces and platforms you are already familiar with. Whether you are initiating a new pilot or enhancing your current ABM strategy, CompassABM facilitates straightforward account identification and scalable content personalization. Our optional services can expedite your journey towards achieving your goals. Offering essential ABM identification and content personalization features, CompassABM avoids unnecessary complexities and focuses on what truly matters. With a tiered subscription model, you only pay for what you actually use, with plans starting as low as $1,500 per month. The platform is compatible with your existing marketing technologies, allowing you to drive targeted traffic through channels like Google, LinkedIn, or Terminus. You can also integrate with engagement tools such as Drift and easily export prospect data to Salesforce and other contact enrichment services. By using CompassABM, you can create a powerful and all-encompassing ABM solution that not only targets valuable accounts but also maintains engagement with every visitor to your site. Ultimately, CompassABM equips you with the tools necessary to elevate your marketing efforts and achieve significant results.

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

$18,000 per year
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

Refactored

Founded

2015

Country

United States

Website

www.compassabm.com

Vendor Details

Company Name

Regency Software LLC

Founded

2016

Country

United States

Website

renewalcompass.com

Product Features

Account Based Marketing

Analytics
Campaign Personalization
Customer Segmentation
Engagement Monitoring
Lead Nurturing
Lead Scoring
Progress Tracking
Prospecting Tools
Target Account Identification

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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Terminus

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AgencyZoom

Vertafore
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