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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 MedRenew?

MedRenew supports medical clinics in ensuring that patients attend their appointments in a timely manner. It achieves this by sending out automated SMS and email reminders at 90, 60, and 30 days leading up to a renewal or expiration date, and these notifications stop automatically once a patient has renewed. Clinics have the advantage of a detailed dashboard that organizes patient interactions into various categories, including Active, Expiring, Expired, Renewed, Retained, and At Risk, while also providing reports that highlight retention rates and recovered revenue. Moreover, the platform features capabilities for tracking consent, managing STOP requests, and keeping audit logs for every message sent. Users can take advantage of a 14-day free trial without needing to provide credit card information, and subscription options begin at $99 per month for the Starter package, with the Growth package priced at $249 per month, followed by the Pro package at $499 per month which offers unlimited contacts, as well as tailored solutions for Enterprise clients. This array of functionalities ensures that clinics can efficiently oversee patient communication and optimize their renewal processes, ultimately fostering stronger relationships with their patients. By streamlining these operations, MedRenew contributes to improved patient retention and satisfaction.

Media

Media

No images available

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/user
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

Regency Software LLC

Date Founded

2016

Company Location

United States

Company Website

renewalcompass.com

Company Facts

Organization Name

MedRenew

Company Website

medrenew.org

Categories and Features

Insurance Agency Management

Contact Management
Policy Management
Property & Casualty

Categories and Features

Patient Scheduling

Not specified

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