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Description
Expiro tracks contract renewals for agencies, freelancers and small teams.
Most tools watch the end date. That is the wrong date. A contract ending in 28 days with a 30 day notice period has already renewed itself, and the deadline that decided it passed two days ago. Expiro works out the notice deadline from the end date and the notice period, and alerts on that one.
Alerts fire 90, 60, 30 and 7 days out, on the account's own timezone rather than the server's. They go by email and browser push, or into Slack, Microsoft Teams, Discord, Telegram, Google Chat, Mattermost, Pushover, ntfy or a webhook you define. SMS is on the paid tiers. Every delivery is recorded per channel, so a Slack post that failed is visible instead of silent.
There is a renewal pipeline from upcoming through contacted and negotiating to renewed or lost, notes and comments with @mentions on a shared timeline, custom fields, contract templates, and CSV import from the spreadsheet you keep now.
Data comes out the way it went in: an ICS calendar feed, CSV and JSON export, and a REST API with scoped, hashed tokens that can expire.
Two-factor authentication, a per-account audit log and team roles. Setup takes about ten minutes. 90 day free trial, no credit card.
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
Discord
EZLynx
Google Chat
HawkSoft
Jenesis Agency Management
Mattermost
Microsoft Teams
Momentum AMP by NowCerts
Pushover
Integrations
Applied Epic
Discord
EZLynx
Google Chat
HawkSoft
Jenesis Agency Management
Mattermost
Microsoft Teams
Momentum AMP by NowCerts
Pushover
Pricing Details
$19/month
Three plans, billed monthly or annually; annual works out at two months free.
Every plan includes all eleven notification channels - email, browser push, Slack, Microsoft Teams, Discord, Telegram, Google Chat, Mattermost, Pushover, ntfy and your own webhook - plus the REST API, exports, templates, custom fields and team roles. SMS is extra: 100 a month on Growth, 500 on Agency.
Starter $19/month, up to 20 contracts and one user. Growth $39/month, unlimited contracts and three users. Agency $79/month, unlimited contracts and unlimited users.
Plans differ by contracts, people, storage and SMS. 90-day free trial, no credit card.
Every plan includes all eleven notification channels - email, browser push, Slack, Microsoft Teams, Discord, Telegram, Google Chat, Mattermost, Pushover, ntfy and your own webhook - plus the REST API, exports, templates, custom fields and team roles. SMS is extra: 100 a month on Growth, 500 on Agency.
Starter $19/month, up to 20 contracts and one user. Growth $39/month, unlimited contracts and three users. Agency $79/month, unlimited contracts and unlimited users.
Plans differ by contracts, people, storage and SMS. 90-day free trial, no credit card.
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
Elixon LTD
Founded
2018
Country
United Kingdom
Website
expiro.io
Vendor Details
Company Name
Regency Software LLC
Founded
2016
Country
United States
Website
renewalcompass.com
Product Features
Product Features
Insurance Agency Management
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management