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Ratings and Reviews 0 Ratings
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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
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Integrations Supported
Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
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
Insurance Agency Management
Not specified