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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 Eclipse?

Eclipse offers independent insurance agencies robust features tailored to fit their financial constraints effortlessly. This innovative platform is designed to handle data management and meet sales targets with remarkable efficiency. It removes the inconvenience of hunting down client details and addressing complications with external accounting systems. With Eclipse, agencies can optimize various manual processes, allowing agents to dedicate more time to building relationships with current and prospective clients. The Agency Management System from Eclipse employs a clear per-user pricing model, which ensures transparency regarding software expenditures, enabling agencies to effectively oversee their budgets. As your agency grows and you recruit more agents, these additional team members will simply be counted as new users within the system. Moreover, if your agency expands into new territories or acquires other firms, Eclipse's Multi-Agency feature facilitates effortless scalability to meet your evolving business demands. In conclusion, Eclipse not only supports agencies in adapting to market changes but also positions them for success in a highly competitive landscape, ultimately fostering a more efficient and productive work environment.

Media

Media

Integrations Supported

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

Integrations Supported

Applied Epic
BullseyeCoverage
Dash
EZLynx
HawkSoft
Jenesis Agency Management
Momentum AMP by 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

Pricing not provided.
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

North American Software Associates

Date Founded

1982

Company Location

United States

Company Website

www.nasasoft.com

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

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