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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 CeevTech Brokers?

CeevTech Brokers provides an all-encompassing insurance brokerage management system specifically designed for brokers, brokerages, and agencies, available on both web platforms and an Android app. This innovative software adeptly manages client information and various types of insurance policies such as auto, health, property, and travel, while also featuring daily renewal alerts and SMS notifications to keep users informed. Additionally, it supports the monitoring of financial transactions, account reconciliations with insurers, and commission calculations for agents. The platform accommodates payments in both US dollars and Lebanese pounds, applying a consistent exchange rate for all transactions, and it offers each brokerage a personalized workspace featuring role assignments for owners, agents, and accounting staff. Moreover, its intuitive interface is designed for accessibility in both Arabic and English, catering to a diverse user base. Established in 2018 and based in Jbeil (Byblos), Lebanon, CeevTech Brokers provides pricing details on request, presenting a customized solution for its clientele. As the technological landscape evolves, CeevTech is dedicated to continuously refining its services to align with the shifting demands of the insurance sector, ensuring its clients have the best tools at their disposal. This commitment to innovation positions CeevTech as a forward-thinking leader in the insurance brokerage industry.

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

Pricing not provided

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
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

CeevTech

Date Founded

2018

Company Location

Lebanon

Company Website

ceevtech.com

Categories and Features

Insurance Agency Management

Contact Management
Policy Management
Property & Casualty

Categories and Features

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