Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CompliCloud offers a streamlined solution for tracking compliance documents tailored for contractors, trades businesses, general contractors, and property managers. It allows you to conveniently store all your certificates of insurance (COIs), licenses, and certifications in one centralized location. The platform automatically monitors expiry dates and sends reminders at 90, 60, 30, and 7 days before any document lapses, ensuring you stay compliant. You can easily demonstrate your coverage with a share link that clients and auditors can access without needing to log in. For users on the Business plan, there’s an option to send no-login upload links to each subcontractor, along with instant notifications if their coverage expires, all viewable on a single dashboard. A free 7-day trial is available for users to test out the service with three documents and no credit card required. Pricing starts at $19 per month for the Pro plan and $49 per month for the Business plan, with both a web app and an iPhone app available for user convenience. With CompliCloud, managing compliance has never been easier or more efficient.
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
No images available
Integrations
Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
Integrations
Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
Pricing Details
$19/month/user
Free Trial
Free Version
Pricing Details
$59/month/2 users
For a solo agent or producer managing one book. 1 Producer Seat, 1 CSR
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
CompliCloud
Founded
2016
Country
France
Website
compli-cloud.com
Vendor Details
Company Name
Regency Software LLC
Founded
2016
Country
United States
Website
renewalcompass.com
Product Features
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management