Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Compass serves as a business analytics tool specifically for the insurance industry, developed by seasoned professionals in the field. Its primary purpose is to assist you in managing and optimizing your operations. By consolidating data related to agencies, policies, premiums, claims, and quotes, Compass empowers your organization. The solution features intuitive dashboards, advanced analytics, personalized reports, timely alerts, and a comprehensive data management system. As a cloud-based platform, it boasts minimal setup requirements, enabling a swift implementation process. Utilize your data strategically to enhance both the effectiveness and efficiency of your business operations. With the ability to customize Compass to meet your specific needs, you'll ensure that decision-makers have access to the right insights, allowing for improved management of business portfolios, agents, products, and claims. Furthermore, Compass is crafted to deliver a cost-effective technological solution tailored for all participants in the insurance sector, ensuring that everyone can benefit from its capabilities. This adaptability makes it an invaluable asset in today's competitive market.

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
ID123
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360

Integrations

Applied Epic
EZLynx
HawkSoft
ID123
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

IDP

Founded

1949

Country

United States

Website

www.idpnet.com/product/compass/

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

Decision Support

Application Development
Budgeting & Forecasting
Data Analysis
Decision Tree Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow
Sensitivity Analysis
Thematic Mapping
Version Control

Product Features

Insurance Agency

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

Alternatives

HERON COMPASS Reviews

HERON COMPASS

HERON Technology

Alternatives

Compass SRP Reviews

Compass SRP

Bespokemetrics
AgencyZoom Reviews

AgencyZoom

Vertafore