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Average Ratings 0 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
The touchscreen visitor management kiosk allows for swift and precise self-registration, enhancing efficiency for users. It boasts a user-friendly interface and offers secure cloud storage for convenience. Following the initial year, each terminal incurs an annual software renewal fee of $935, which includes the Driver's License Reader; this rate is contingent upon acquiring direct thermal badges from Threshold. Should you opt for badges from a different supplier, an additional $385 will be added to the renewal cost. The system is capable of reading driver's licenses regardless of how they are inserted and can capture a photo of the license in just four seconds, ensuring a smooth registration process. Additionally, this kiosk serves as a reliable solution for managing visitor access and improving overall security.
API Access
Has API
API Access
Has API
Integrations
Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360
Integrations
Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360
Pricing Details
$59/month/2 users
Free Trial
Free Version
Pricing Details
No price information available.
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
THRESHOLD VMS
Founded
1961
Country
United States
Website
www.thresholdsecurity.com/visitor-management-software/packages/kiosk-system/
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Kiosk
Activity Reservations
Digital Signature
License Management
Onsite Printing
Remote Access
Secure Browsing
Ticket / Order Fulfillment
Touch Screen
Usage Reporting
Virtual Keyboard
Wireless Internet Access