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 Partner Platform (Partner XE)?

The Agency Management System known as Partner XE from Partner Platform is highly valued by clients for its user-friendly design, comprehensive features, and cost-effectiveness. Designed specifically for agencies that prioritize community values and seek to escape the complications of traditional management systems, Partner Platform prides itself on a trustworthy team that aligns with your principles as a collaborator. With this platform, you can seamlessly oversee the entire journey of your agency’s client relationships—from initial sales and service to renewal—within a single, cohesive system that includes functionalities for sales and marketing, client policy management, financial oversight, an agency-branded mobile app, integrated text messaging, data analytics, web solutions, and compatibility with third-party tools or industry partners, making it a comprehensive solution for modern agency needs. Moreover, this holistic approach not only enhances operational efficiency but also fosters stronger connections between agencies and their clients, ensuring long-term success.

Media

Media

Integrations Supported

Applied Epic
Applied Rater
EZLynx
Formstack
HawkSoft
Jenesis Agency Management
Microsoft Outlook
Microsoft Word
NowCerts
PL Rating
QQCatalyst
RMail
Vertafore AMS360

Integrations Supported

Applied Epic
Applied Rater
EZLynx
Formstack
HawkSoft
Jenesis Agency Management
Microsoft Outlook
Microsoft Word
NowCerts
PL Rating
QQCatalyst
RMail
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

Strategic Insurance Software, LLC

Date Founded

1995

Company Location

Columbus, OH

Company Website

www.sisware.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

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Popular Alternatives

AgencyZoom Reviews & Ratings

AgencyZoom

Vertafore

Popular Alternatives

Jenesis Agency Management Reviews & Ratings

Jenesis Agency Management

Jenesis Software
AgencyBloc AMS+ Reviews & Ratings

AgencyBloc AMS+

AgencyBloc
Canary AMS Reviews & Ratings

Canary AMS

TechCanary