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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 Recur?

Recur is an intuitive association management software (AMS) tailored for small-to-mid-sized non-profits managed by volunteer boards or part-time staff. By unifying administrative tools into one simple platform, Recur simplifies annual board handoffs using automated workflows and Wavy—an intelligent AI coach that instantly onboards and trains new leadership teams. Key Features: Membership CRM & Auto-Renewals: A central membership tracking software that automates recurring dues collections, applications, and renewal notifications. Conference & Event Management: Easily coordinates complex multi-day events, breakout sessions, exhibitor or sponsor registrations, automated reminders, and discounted member pricing. Integrated LMS & CE Tracking: Powers educational courses and certification programs while automatically logging continuing education credits directly to member profiles. Self-Service Directory & Engagement Metrics: Gives members 24/7 portal access to pay invoices and update profiles, paired with the Recur Score to measure member retention risks. Association Websites & SMS: Features a drag-and-drop website editor—with full custom site rebuild services available—and built-in text messaging for direct mobile outreach.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$59/month/2 users
For a solo agent or producer managing one book. 1 Producer Seat, 1 CSR
Free Version
Free Trial Offered?

Pricing Information

92$/month
92$/month for 1,000 contacts
25$ month for each extra +1,000 contacts

With advanced features as other add-ons. See our website for full details.
Free Version
Free Trial Offered?

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

Recur

Date Founded

2022

Company Location

United States

Company Website

getrecur.com

Categories and Features

Insurance Agency Management

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

Categories and Features

Association Management

Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website Management

Club Management

Attendance Tracking
Billing & Invoicing
Check-In Manager
Contract Management
Employee Management
Event Management
Inventory Management
Marketing Management
Member Portal
Membership Management
Payment Processing
Point of Sale (POS)

Membership Management

Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management

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Support Services Unlimited