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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 Pathway Insurance Software?

By implementing automated workflows that activate according to policy expiration dates, client renewals can be completed significantly faster than manual processes. Utilizing broker-approved emails and automated systems that enhance every interaction allows for effective communication with both prospects and policyholders throughout the entire insurance lifecycle. Additionally, by leveraging the highly regarded Net Promoter® survey tool, you can enhance your online reviews and turn around dissatisfied clients, thereby improving overall customer satisfaction. Furthermore, providing policyholders with 24/7 online access to their policy documents, proof of insurance, and billing information can lead to a decrease in call volume and an enhanced customer experience. Discover how Pathway simplifies client attraction and retention for your customer service representatives and brokers. Explore the transformative impact of automated marketing solutions on the operations of agents and brokers, as they adapt to the evolving landscape of the insurance industry. This innovative approach not only streamlines processes but also fosters stronger relationships with clients.

Media

Media

Integrations Supported

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

Integrations Supported

Applied Epic
HawkSoft
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360

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

$120 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Regency Software LLC

Date Founded

2016

Company Location

United States

Company Website

renewalcompass.com

Company Facts

Organization Name

Pathway

Date Founded

2016

Company Location

Canada

Company Website

www.pathwayport.com

Categories and Features

Insurance Agency Management

Contact Management
Policy Management
Property & Casualty

Categories and Features

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