Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Whether you're part of a foster-based rescue or a comprehensive animal-control organization, we offer a solution tailored to your needs. You can manage everything right from your phone, tablet, or computer, giving you the flexibility to work securely and efficiently from any location at any time. Our intuitive interface ensures that you’ll be operational almost instantly. You can handle approvals, track lost and found pets, manage your shelter's calendar, schedule activities, oversee kennel operations, and keep on top of licensing, rabies tags, microchips, on-site clinics, and statistical reporting—all with ease. Enjoy the ability to oversee your shelter from virtually anywhere, regardless of your device. Additionally, you can manage cases and investigations, dispatch services, monitor average response times, enforce regulations, handle quarantines, rent traps, issue loans, track lost items, process permits, and manage boarding arrangements. Our platform also supports online purchases and renewals, calculates fees, monitors rabies expiration dates, sends automated renewal reminders, and tracks correspondence efficiently. We offer this comprehensive service at a budget-friendly monthly rate with no hidden costs or obligations. Plus, you'll receive timely and supportive assistance from friendly, knowledgeable staff whenever you need help.
API Access
Has API
API Access
Has API
Integrations
Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360
Integrations
Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360
Pricing Details
$59/month/2 users
Free Trial
Free Version
Pricing Details
$29 per month
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
Regency Software LLC
Founded
2016
Country
United States
Website
renewalcompass.com
Vendor Details
Company Name
Shelter Boss
Country
United States
Website
shelterboss.com
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Animal Shelter
Adoption Management
Animal Control
Animal Database
Case Management
Foster Management
Fundraising Management
Intake Management
Kennel Management
License Management
Medical Records
Volunteer Management
Calendar
Calendar Sync
Collaboration Tools
Multi-Device Support
Reminders
Room Booking
Scheduling
Task Manaagement