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ease
features
design
support

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Write a Review

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

IT departments are accustomed to renewing part of their technology inventory. This renewal process for IT equipment is not only one of the most time-consuming projects but also one that occurs frequently, as each workstation typically requires updating every three to five years, whether through gradual upgrades or comprehensive overhauls. It is crucial to delve into effective management strategies for workstation renewals. This endeavor is imperative for the IT department to combat the risks associated with outdated technology, which can lead to significant financial losses, increased help desk inquiries, and prolonged downtime. Initially, the department must create a comprehensive benchmark that assesses user requirements based on their tasks and level of mobility. Following this, the next step involves selecting the appropriate hardware, conducting tests, and confirming that the equipment aligns with the necessary specifications for various roles. A well-organized renewal strategy can significantly enhance efficiency and productivity within the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

Applied Epic No 
EZLynx No 
HawkSoft No 
Jenesis Agency Management No 
Momentum AMP by NowCerts No 
QQCatalyst No 
Vertafore AMS360 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

No price information available.
Free Trial No 
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 Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Regency Software LLC

Founded

2016

Country

United States

Website

renewalcompass.com

Vendor Details

Company Name

Wisper

Founded

2006

Country

France

Website

www.wisper.io/fr/pourquoi/renouveler-postes-de-travail-cebox/

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

Virtual Machine

Backup Management No 
Graphical User Interface No 
Remote Control Yes 
VDI Yes 
Virtual Machine Encryption No 
Virtual Machine Migration No 
Virtual Machine Monitoring Yes 
Virtual Server No 

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