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What is IDP Compass?

Compass is a specialized business analytics platform designed exclusively for the insurance sector, created by industry experts with extensive experience. Its main goal is to facilitate the management and enhancement of your business operations. By merging data on agencies, policies, premiums, claims, and quotes, Compass empowers your organization to make informed decisions. The platform comes equipped with user-friendly dashboards, sophisticated analytics, customizable reports, real-time alerts, and a robust data management system. Being cloud-based, it requires minimal setup, which allows for a quick and efficient implementation. By leveraging your data wisely, you can significantly improve the productivity and effectiveness of your business processes. With Compass’s customization options, you can tailor it to your unique requirements, ensuring that key decision-makers have access to critical insights for better oversight of business portfolios, agents, products, and claims. Moreover, Compass is designed as a cost-effective technological solution catering to all stakeholders within the insurance industry, ensuring wide accessibility to its features. This versatility not only enhances operational effectiveness but also positions Compass as an essential tool for navigating the challenges of today’s competitive market landscape. Ultimately, its innovative approach helps organizations stay ahead by adapting to the evolving needs of the insurance landscape.

What is CompassABM?

CompassABM is an intuitive account-based marketing solution that effortlessly integrates with the platforms and interfaces you already use. Whether you're launching a new pilot initiative or refining your existing ABM approach, CompassABM simplifies the process of identifying key accounts and personalizing content on a scalable level. Additionally, our optional services are designed to hasten your progress toward reaching your objectives. By providing essential features for account identification and content customization, CompassABM steers clear of unnecessary complexities, keeping the focus on what is truly important. With a tiered subscription model, you only incur charges for the services you utilize, with plans beginning at an affordable $1,500 per month. The platform works seamlessly with your current marketing technologies, enabling you to attract targeted traffic through various channels, such as Google, LinkedIn, or Terminus. Furthermore, you can integrate it with engagement tools like Drift and effortlessly export prospect data to Salesforce and other enrichment services. By adopting CompassABM, you will establish a robust and comprehensive ABM framework that not only targets essential accounts but also ensures ongoing engagement with every visitor to your website. Ultimately, CompassABM empowers you with the necessary resources to enhance your marketing strategies and achieve impactful outcomes while still allowing for flexibility in your approach.

Media

Media

Integrations Supported

ID123

Integrations Supported

ID123

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$18,000 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

IDP

Date Founded

1949

Company Location

United States

Company Website

www.idpnet.com/product/compass/

Company Facts

Organization Name

Refactored

Date Founded

2015

Company Location

United States

Company Website

www.compassabm.com

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Decision Support

Application Development
Budgeting & Forecasting
Data Analysis
Decision Tree Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow
Sensitivity Analysis
Thematic Mapping
Version Control

Categories and Features

Account Based Marketing

Analytics
Campaign Personalization
Customer Segmentation
Engagement Monitoring
Lead Nurturing
Lead Scoring
Progress Tracking
Prospecting Tools
Target Account Identification

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