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Average Ratings 0 Ratings
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
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