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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 Arlo CRM?

ARLO CRM is a cloud-based management platform specifically designed for independent property and casualty insurance agents, brokers, and agencies across the United States. This comprehensive solution effectively organizes client, household, and business information, including policies, renewals, and E&O diary tasks. Agents can easily create ACORD applications utilizing pre-existing client information or uploaded declarations, while also being able to issue certificates of insurance and craft tailored proposals that clients can accept online. The system efficiently accommodates both personal and commercial lines workflows, providing features such as an integrated quote desk, links for binding and payments, as well as commission tracking and the reconciliation of carrier statements. An added bonus is the optional Market Access feature, which enables newly licensed agents without carrier appointments to quote and underwrite coverage through participating carriers, all while retaining ownership of their client portfolios. The pricing model is user-friendly, offering flat monthly fees for agencies, with the option to increase the number of users for an additional monthly cost. Ultimately, ARLO CRM significantly boosts the operational efficiency of insurance professionals, streamlining their management of client relationships and administrative responsibilities. This level of integration and support creates a more cohesive workflow for agents, allowing them to focus on serving their clients effectively.

Media

Media

Integrations Supported

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

Integrations Supported

API Availability

API Availability

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

$99/month
Solo costs $99/month for one user, Agent costs $199/month for up to three users, and Agency costs $299/month for up to 10 users. Additional seats cost $39/month. Market Access plans start at $99/month. There is no setup fee or contract.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Regency Software LLC

Date Founded

2016

Company Location

United States

Company Website

renewalcompass.com

Company Facts

Organization Name

ARLO CRM

Date Founded

2025

Company Location

United States

Company Website

arlocrm.com

Categories and Features

Insurance Agency Management

Contact Management
Policy Management
Property & Casualty

Categories and Features

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