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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 HERON COMPASS?

HERON's COMPASS represents a cutting-edge upgrade that significantly enhances existing systems without necessitating extensive training, allowing for swift integration. This economical IT solution is especially advantageous for developing countries and includes various modules such as those for managing accidents and emergencies, patient admissions and discharges, and health records. Its compatibility with both UNIX and Linux systems offers increased flexibility while keeping costs low. The middleware enables smooth data exchange between different software modules within a Health Information System (HIS), ensuring efficiency. With a design focused on user experience, the HERON COMPASS PAS simplifies procedures to reduce errors and improve patient care quality. With an impressive track record of over 25 years and a remarkable uptime efficiency of 99.9%, HERON COMPASS PAS can be utilized on tablets, thin client devices, or via web interfaces, making it a highly adaptable option for healthcare providers. Its combination of flexibility, reliability, and user-friendly features positions it as an essential tool for medical facilities aiming to enhance their operational effectiveness. Ultimately, HERON COMPASS PAS empowers healthcare organizations to provide superior service while optimizing their resources.

Media

Media

Integrations Supported

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360

Integrations Supported

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
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

HERON Technology

Company Location

Canada

Company Website

www.herontech.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

Patient Management

Admissions Management
Bed Management
Discharge Management
Historical Reporting
Patient Flow Management
Patient Location Tracking
Patient Monitoring
Real Time Reporting
Waiting Time Tracking

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