Average Ratings 0 Ratings
Average Ratings 3 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
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
Integrations
ActiveCampaign
Applied Epic
Constant Contact
EZLynx
Easyflow
HawkSoft
HubSpot CRM
HubSpot Customer Platform
Hype
Jenesis Agency Management
Integrations
ActiveCampaign
Applied Epic
Constant Contact
EZLynx
Easyflow
HawkSoft
HubSpot CRM
HubSpot Customer Platform
Hype
Jenesis Agency Management
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