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Average Ratings 3 Ratings

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support

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

SimpleCirc, a cloud-based subscription management software, is affordable for small and medium-sized newspaper publishers. You can quickly and easily add, renew, and update your subscribers. Online orders. Resell back issues and promotional items. Your subscribers will have access to your digital content. Set up automatic renewals. Connect SimpleCirc with any third-party software using our API, webhooks and Zapier app.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign
Applied Epic
Constant Contact
EZLynx
Easyflow
HawkSoft
HubSpot CRM
HubSpot Customer Platform
Hype
Jenesis Agency Management
Leaky Paywall
MAZ
Mailchimp
NowCerts
PayPal
QQCatalyst
Stripe
Vertafore AMS360
Zapier
iContact

Integrations

ActiveCampaign
Applied Epic
Constant Contact
EZLynx
Easyflow
HawkSoft
HubSpot CRM
HubSpot Customer Platform
Hype
Jenesis Agency Management
Leaky Paywall
MAZ
Mailchimp
NowCerts
PayPal
QQCatalyst
Stripe
Vertafore AMS360
Zapier
iContact

Pricing Details

$59/month/2 users
Free Trial
Free Version

Pricing Details

$99/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

SimpleCirc

Founded

2014

Country

United States

Website

simplecirc.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

Publishing and Subscriptions

Advertising Management
Books
Campaign Management
Catalogs
Circulation Management
Content Management
Layout & Design
Magazines
Newsletters
Newspapers

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