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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Renewal Vista is a comprehensive renewal management tool that enables organizations to monitor contracts, subscriptions, licenses, vendor agreements, and other ongoing obligations all in one centralized platform. It allows users to oversee renewal timelines, cancellation deadlines, associated costs, responsible parties, relevant departments, locations, vendors, auto-renewal statuses, supporting documents, and additional notes. The “Needs Attention” feature assists teams in pinpointing renewals that necessitate action before critical deadlines are overlooked, while various tools like dashboards, calendars, reminders, reports, budgets, cost histories, annual expenditures, and vendor concentration metrics enhance transparency regarding future commitments and financial outlays. Furthermore, renewals can be inputted manually or handled through CSV uploads, document intake processes, and incoming email workflows, ensuring a thorough review is conducted prior to any adjustments being made. This multifaceted approach to renewal management not only streamlines operations but also helps businesses maintain better control over their recurring commitments.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Applied Epic No 
EZLynx No 
HawkSoft No 
Jenesis Agency Management No 
Momentum AMP by NowCerts No 
QQCatalyst No 
Vertafore AMS360 No 

Integrations

Applied Epic Yes 
EZLynx Yes 
HawkSoft Yes 
Jenesis Agency Management Yes 
Momentum AMP by NowCerts Yes 
QQCatalyst Yes 
Vertafore AMS360 Yes 

Pricing Details

$19/month
Free Trial Yes 
Free Version Yes 

Pricing Details

$59/month/2 users
For a solo agent or producer managing one book. 1 Producer Seat, 1 CSR
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Lob Labs LLC

Founded

2025

Country

United States

Website

lob-labs.com

Vendor Details

Company Name

Regency Software LLC

Founded

2016

Country

United States

Website

renewalcompass.com

Product Features

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management Yes 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management Yes 
Property & Casualty Yes 
Quote Management No 

Alternatives

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