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Average Ratings 0 Ratings

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ease
features
design
support

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Description

CompassBI offers a way to uncover valuable insights and potential opportunities from the data your business already collects. By aggregating, visualizing, storing, and securing information from various sources, CompassBI creates tailored dashboards that your organization can effectively utilize. These dashboards enable real-time tracking of your key performance indicators (KPIs) and provide comprehensive analysis through an engaging and user-friendly interface. Turn your static customer data into actionable analytics with a data warehouse designed for easy access, delivering quick and dependable insights from any source. The ASHLIN team will serve as your dedicated Business Intelligence specialists, assisting you in the creation and upkeep of dashboards while providing both back-end and front-end support to ensure seamless integration and functionality. This collaborative approach ensures that your organization maximizes its data-driven decision-making capabilities.

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

ASHLIN Management

Founded

1996

Website

www.ashlininc.com/solutions/compassbi/

Vendor Details

Company Name

Regency Software LLC

Founded

2016

Country

United States

Website

renewalcompass.com

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Product Features

Insurance Agency

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

Alternatives

Alternatives

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