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Average Ratings 0 Ratings
Description
Recur is a user-friendly Association Management System (AMS) and member management software designed specifically for non-profit associations run by volunteer boards or part-time staff. The platform centralizes operations into one secure hub and simplifies annual board transitions with pre-built templates and Wavy—a built-in AI coach that instantly trains incoming leadership teams.
Core Features:
Member Database & Automated Renewals: A secure non-profit CRM featuring automated membership renewal workflows, custom fields, and online dues collection.
Conference & Event Management: Handles complex event registration, parent/sub-event relationships, breakout sessions, exhibitor or sponsor booths, automated reminders, and tiered member pricing.
Non-profit LMS & CE Tracking: Hosts educational courses, manages professional licenses, issues certificates, and automatically tracks Continuing Education (CE) credits directly within the member directory.
Member Portal & Engagement Analytics: Provides a 24/7 self-service member portal for updating profiles and paying dues, alongside automated engagement tracking via the proprietary Recur Score.
Website Builder & SMS Tools: Includes a drag-and-drop association website builder (with full custom site rebuild services available) and integrated text messaging for direct member outreach.
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
Momentum AMP by NowCerts
QQCatalyst
Stripe
Vertafore AMS360
Integrations
Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Stripe
Vertafore AMS360
Pricing Details
92$/month
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
Recur
Founded
2022
Country
United States
Website
getrecur.com
Vendor Details
Company Name
Regency Software LLC
Founded
2016
Country
United States
Website
renewalcompass.com
Product Features
Association Management
Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website Management
Club Management
Attendance Tracking
Billing & Invoicing
Check-In Manager
Contract Management
Employee Management
Event Management
Inventory Management
Marketing Management
Member Portal
Membership Management
Payment Processing
Point of Sale (POS)
Membership Management
Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management