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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Screenshots View All

Screenshots View All

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

Alternatives

Alternatives

AgencyZoom Reviews

AgencyZoom

Vertafore
Dash Reviews

Dash

Support Services Unlimited