Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Alternatives to Consider

  • Macaw AMS Reviews & Ratings
    4.9 out of 5 stars 8 Ratings
    Company Website for Macaw AMS
  • ContractSafe Reviews & Ratings
    4.8 out of 5 stars 329 Ratings
    Company Website for ContractSafe
  • Flashcloud Reviews & Ratings
    4.7 out of 5 stars 56 Ratings
    Company Website for Flashcloud
  • Mortgage Automator Reviews & Ratings
    4.9 out of 5 stars 198 Ratings
    Company Website for Mortgage Automator
  • Setyl Reviews & Ratings
    4.8 out of 5 stars 49 Ratings
    Company Website for Setyl
  • LinkSquares Reviews & Ratings
    4.7 out of 5 stars 733 Ratings
    Company Website for LinkSquares
  • InEight Reviews & Ratings
    4.1 out of 5 stars 168 Ratings
    Company Website for InEight
  • FirstPromoter Reviews & Ratings
    4.6 out of 5 stars 67 Ratings
    Company Website for FirstPromoter
  • GiveLife365 Reviews & Ratings
    4.7 out of 5 stars 11 Ratings
    Company Website for GiveLife365
  • Insightful Reviews & Ratings
    4.7 out of 5 stars 707 Ratings
    Company Website for Insightful

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 Agenex?

Agenex is a cloud-based CRM tailored for independent insurance agents, POSP advisors, brokers, and agencies in India. This state-of-the-art platform merges client and policy data for motor, health, life, and general insurance into a user-friendly web dashboard and mobile apps. Agents can effortlessly scan policy documents or take photos to retrieve policy details, track renewal dates and expiration of vehicle documents, and send reminders via WhatsApp and SMS in twelve different languages spoken in India. Moreover, the system adeptly organizes leads and follow-ups, securely stores client documents, calculates commissions for insurers and sub-agents, oversees access for branches and personnel, and provides tools for accounting, customer ledgers, and downloadable reports. In addition, Agenex offers Vahan-connected services like vehicle registration and e-challan checks as optional paid services. Users also gain the advantage of a hosted agent website and mobile access, with API integration reserved for the Platinum plan. This comprehensive approach not only simplifies the insurance process but also empowers agents to enhance their operational efficiency. By incorporating modern technology, Agenex positions itself as an essential partner in the evolving landscape of the insurance industry.

Media

Media

No images available

Integrations Supported

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

Integrations Supported

WhatsApp

API Availability

API Availability

Has API

Pricing Information

$59/month/2 users
For a solo agent or producer managing one book. 1 Producer Seat, 1 CSR
Free Trial Offered?

Pricing Information

₹999/year
The Silver plan is ₹999/year for the first year. GST is included. Vehicle registration and e-challan checks are billed separately, and renewal pricing may vary.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Webinars
Online Training

Company Facts

Organization Name

Regency Software LLC

Date Founded

2016

Company Location

United States

Company Website

renewalcompass.com

Company Facts

Organization Name

Apna Infotech

Date Founded

2015

Company Location

India

Company Website

agenex.in/

Categories and Features

Insurance Agency Management

Contact Management
Policy Management
Property & Casualty

Categories and Features

Popular Alternatives

Arlo CRM Reviews & Ratings

Arlo CRM

ARLO CRM

Popular Alternatives

Smart Agent Reviews & Ratings

Smart Agent

Apna Infotech
AgencyZoom Reviews & Ratings

AgencyZoom

Vertafore
BimaGrow Reviews & Ratings

BimaGrow

5.0 out of 5 stars
New Insurtech.IA Reviews & Ratings

New Insurtech.IA

NewInsurtechIA