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ease
features
design
support

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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

Track40 transforms repetitive business processes into standardized workflows that execute consistently every time. Tasks progress through defined stages, where each phase specifies its requirements before allowing the job to advance, ensuring that every transition is thorough. You can set a time limit for each stage, and any delays will be automatically flagged, recorded against your working hours and holidays. Jobs are initiated through forms you create, allowing submitters to receive a tracking link without needing an account. Each board can be viewed as a sortable table, which you can save as a report, and you can store supplier information, price lists, and catalogs within the app to eliminate redundant data entry. Line items are totaled automatically, and all modifications are tracked along with the user responsible for them. Integrate other systems seamlessly using a comprehensive API and signed webhooks, along with available connectors for Zapier and Make. If you are transitioning from Pipefy, the importer facilitates the transfer of boards, cards, comments, and files effortlessly. User roles determine visibility and edit permissions for each participant. The service costs $12 USD per editor monthly, while there is no limit on free viewers. You can test the platform for thirty days without any charges or credit card requirements.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360

Pricing Details

$59/month/2 users
For a solo agent or producer managing one book. 1 Producer Seat, 1 CSR
Free Trial
Free Version

Pricing Details

$12/month/user
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

Track40

Founded

2024

Country

New Zealand

Website

track40.com

Product Features

Insurance Agency Management

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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