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Average Ratings 0 Ratings

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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

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

Screenshots View All

Screenshots View All

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

Alternatives

Alternatives

VisitorWatch Reviews

VisitorWatch

DATAWATCH SYSTEMS
AgencyZoom Reviews

AgencyZoom

Vertafore
ONEview Reviews

ONEview

Managed Maintenance