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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 Policyflow?

Designed for growing UK brokerages and insurance intermediaries, Policyflow brings sales, placement, servicing and renewal activity into one modern business platform. It supports the journey from initial enquiry and quotation to binding, mid-term changes, document production, finance and management reporting. Shared records give teams a reliable view of clients, contacts, risks and policies, with permissions, ownership and audit trails built in. Organisations can begin with a straightforward Essentials setup and move to Pro when they need richer configuration, specialist workflows, APIs or integrations. Policyflow has operated in production since 2015.

Media

Media

Integrations Supported

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

Integrations Supported

Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

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

$70 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Online Training

Training Options

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

Policyflow

Date Founded

2013

Company Location

United Kingdom

Company Website

policyflow.co.uk

Categories and Features

Insurance Agency Management

Contact Management
Policy Management
Property & Casualty

Categories and Features

Insurance Agency Management

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance CRM

Not specified

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Processing
Quotes / Estimates
Rating Engine
Renewal Management

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