Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Flashcloud Reviews & Ratings
    13 Ratings
    Company Website
  • Bravo POS for Pawnbrokers Reviews & Ratings
    94 Ratings
    Company Website
  • Setyl Reviews & Ratings
    48 Ratings
    Company Website
  • ContractSafe Reviews & Ratings
    293 Ratings
    Company Website
  • LinkSquares Reviews & Ratings
    713 Ratings
    Company Website
  • Macaw AMS Reviews & Ratings
    6 Ratings
    Company Website
  • Nectar Reviews & Ratings
    9,379 Ratings
    Company Website
  • InEight Reviews & Ratings
    126 Ratings
    Company Website
  • GiveLife365 Reviews & Ratings
    11 Ratings
    Company Website
  • Budgyt Reviews & Ratings
    282 Ratings
    Company Website

What is RenewalCompass?

RenewalCompass is a dedicated policy renewal system crafted specifically for independent insurance agencies with a team size of one to ten producers. It effectively connects the traditional methods of using spreadsheets with advanced agency management systems, offering agents and their teams a cohesive, risk-assessed summary of all policies due for renewal in their portfolios. Every policy due for renewal undergoes automatic assessment based on factors such as premium size, remaining days until expiration, and recent engagement levels. This systematic evaluation helps in quickly identifying high-risk accounts, allowing producers to focus their daily efforts without needing to recreate a prioritization list each time. The renewal process is segmented into five clear stages: Upcoming, In Progress, Committed, Renewed, and Lapsed, allowing for seamless transitions between these phases with just one click, along with a complete history of interactions for each account. This collaborative framework ensures that the team can operate from a unified platform, minimizing the risk of oversights during a producer's absence or during peak times for the agency, which significantly boosts overall efficiency. Additionally, this organized approach promotes enhanced communication and teamwork, which ultimately contributes to higher policy retention rates and stronger client relationships.

What is AgencySmart?

AgencySmart functions within a cloud-based framework, allowing you to access client information from virtually anywhere using any device with internet connectivity. This flexibility enables you to address client questions, make calls as policies approach their renewal dates, and keep track of clients' activities. The platform also features renewal tracking and notification systems for both clients and prospects, ensuring that you are promptly informed of service issues that need immediate attention. In addition, it manages enrollment processes, terminations, and adjustments, while monitoring dependents who are turning 26 or are about to lose coverage. It also tracks employees and their dependents as they near 65 years of age, which signifies eligibility for Medicare. The system provides alerts for important tasks and calendar events, includes detailed audit trails for accountability, and facilitates cross-selling while ensuring compliance with regulations. You can send proactive reminders to clients and prospects about upcoming renewals and other critical updates related to plan changes. Moreover, it enables you to connect with clients through personalized messages for birthdays, holidays, and other significant milestones, effectively highlighting all potential opportunities for cross-sales. This all-encompassing tool significantly improves client relationship management while also optimizing your workflow to ensure maximum productivity and efficiency. By integrating these features into a single platform, AgencySmart empowers users to enhance their service delivery and client engagement strategies.

Media

Media

Integrations Supported

Applied Epic
EZLynx
Evergreen
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360

Integrations Supported

Applied Epic
EZLynx
Evergreen
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360

API Availability

Has API

API Availability

Has API

Pricing Information

$59/month/2 users
Free Trial Offered?
Free Version

Pricing Information

$49 per month
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

Regency Software LLC

Date Founded

2016

Company Location

United States

Company Website

renewalcompass.com

Company Facts

Organization Name

AgencySmart

Company Location

United States

Company Website

agencysmart.com/software/

Categories and Features

Insurance Agency

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

Categories and Features

Insurance Agency

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

Popular Alternatives

AgencyZoom Reviews & Ratings

AgencyZoom

Vertafore

Popular Alternatives

iNube Reviews & Ratings

iNube

iNube Software Solutions
BrokerEngage Reviews & Ratings

BrokerEngage

Benefitalign