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Description
Dalos is an integrated platform that streamlines the management of IT assets, software subscriptions and maintenance contracts. Dalos allows organizations to gain visibility over their assets, optimize renewals, and improve customer engagement. The platform integrates seamlessly with existing ERP and CRM solutions, allowing for seamless data exchange and synchronization of processes. Dalos is a solution for corporations looking to maximize the ROI on their IT assets, and for resellers/MSPs who want to increase quote to cash and grow renewal revenue. Knowing the status of contract expirations will increase your service attach rates and renewal rates. Eliminate manual administrative tasks for finding and assessing assets. Communicate with IT personnel on-site to perform software updates, perform routine maintenance or replace expired assets. Accurate data can be used to predict asset expirations and replacement cost.
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
Juniper AI-Native Networking Platform
NowCerts
QQCatalyst
Vertafore AMS360
Integrations
Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Juniper AI-Native Networking Platform
NowCerts
QQCatalyst
Vertafore AMS360
Pricing Details
$300/monthly
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
Dalos
Founded
2020
Country
United States
Website
dalos.co
Vendor Details
Company Name
Regency Software LLC
Founded
2016
Country
United States
Website
renewalcompass.com
Product Features
Asset Tracking
Activity Tracking
Audit Trails
Barcoding / RFID
Checkout / Check-In
Depreciation Tracking
Disposal Tracking
Inventory Management
Location Tracking
QR Codes
Reservations
Service History
IT Asset Management
Asset Tracking
Audit Management
Compliance Management
Configuration Management
Contract/License Management
Cost Tracking
Depreciation Management
IT Service Management
Inventory Management
Maintenance Management
Procurement Management
Requisition Management
Supplier Management
Subscription Management
Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management