Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Flashcloud Reviews & Ratings
    13 Ratings
    Company Website
  • Bravo POS for Pawnbrokers Reviews & Ratings
    94 Ratings
    Company Website
  • Setyl Reviews & Ratings
    48 Ratings
    Company Website
  • ContractSafe Reviews & Ratings
    293 Ratings
    Company Website
  • LinkSquares Reviews & Ratings
    713 Ratings
    Company Website
  • Macaw AMS Reviews & Ratings
    6 Ratings
    Company Website
  • Nectar Reviews & Ratings
    9,379 Ratings
    Company Website
  • InEight Reviews & Ratings
    126 Ratings
    Company Website
  • GiveLife365 Reviews & Ratings
    11 Ratings
    Company Website
  • Budgyt Reviews & Ratings
    282 Ratings
    Company Website

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 ONEview?

With a powerful set of features and a design specifically crafted for channel partners, ONEview enables users to create personalized dashboards, generate in-depth reports, and receive automated notifications for service renewals, warranty expirations, and license renewals. Furthermore, it offers the option to be white-labeled, providing businesses with a distinctive advantage while maintaining rigorous data security protocols to ensure that customer information is both protected and easily accessible. ONEview greatly improves the experience for channel users by facilitating a quick and efficient approach to monitor equipment and seamlessly renew service and support agreements, proving advantageous for various roles within the channel. This adaptability not only simplifies workflows but also equips users with the tools needed to proactively manage their resources, enhancing overall operational efficiency. Ultimately, the platform fosters a more integrated approach to resource management, making it an invaluable asset in the competitive landscape.

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

Managed Maintenance

Date Founded

2005

Company Location

United States

Company Website

www.managedmaint.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

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

IT Asset Management

Asset Tracking
Audit Management
Compliance Management
Configuration Management
Contract/License Management
Cost Tracking
Depreciation Management
IT Service Management
Inventory Management
Maintenance Management
Procurement Management
Requisition Management
Supplier Management

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Popular Alternatives

AgencyZoom Reviews & Ratings

AgencyZoom

Vertafore

Popular Alternatives

Crow Canyon Contract Management Reviews & Ratings

Crow Canyon Contract Management

Crow Canyon Software
intelligentcontract Reviews & Ratings

intelligentcontract

Cloud9 Software