SimpleCirc
5.0 out of 5 starsAverage Ratings 0 Ratings
Average Ratings 3 Ratings
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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
No
API Access
Has API
Yes
Integrations
ActiveCampaign
No
Applied Epic
Yes
Constant Contact
No
EZLynx
Yes
Easyflow
No
HawkSoft
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
Hype
No
Jenesis Agency Management
Yes
Integrations
ActiveCampaign
Yes
Applied Epic
No
Constant Contact
Yes
EZLynx
No
Easyflow
Yes
HawkSoft
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Hype
Yes
Jenesis Agency Management
No
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
Pricing Details
$99/month
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)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
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 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
Product Features
Publishing and Subscriptions
Advertising Management
No
Books
No
Campaign Management
No
Catalogs
No
Circulation Management
Yes
Content Management
No
Layout & Design
No
Magazines
Yes
Newsletters
Yes
Newspapers
Yes
