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ease
features
design
support

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Description

RenewalCompass serves as a specialized policy renewal pipeline designed specifically for independent insurance agencies with a team of one to ten producers. It bridges the gap between traditional spreadsheets and comprehensive agency management systems, providing agents and their teams with a unified, risk-assessed overview of all renewals in their portfolio. Each policy within the renewal timeframe is automatically evaluated based on premium size, days until expiration, and recent engagement activity. This prioritization allows high-risk accounts to be easily identified, enabling producers to concentrate their efforts daily without the need to recreate a prioritization list. The renewal pipeline is organized into five distinct stages: Upcoming, In Progress, Committed, Renewed, and Lapsed, featuring one-click transitions between stages and a complete contact history for every account. This collaborative approach ensures that the entire team operates from a single board, preventing any oversight during a producer's absence or during particularly busy periods for the agency, thereby enhancing overall efficiency. Moreover, this streamlined process fosters better communication and teamwork, ultimately leading to improved policy retention rates.

Description

IT departments are accustomed to renewing part of their technology inventory. This renewal process for IT equipment is not only one of the most time-consuming projects but also one that occurs frequently, as each workstation typically requires updating every three to five years, whether through gradual upgrades or comprehensive overhauls. It is crucial to delve into effective management strategies for workstation renewals. This endeavor is imperative for the IT department to combat the risks associated with outdated technology, which can lead to significant financial losses, increased help desk inquiries, and prolonged downtime. Initially, the department must create a comprehensive benchmark that assesses user requirements based on their tasks and level of mobility. Following this, the next step involves selecting the appropriate hardware, conducting tests, and confirming that the equipment aligns with the necessary specifications for various roles. A well-organized renewal strategy can significantly enhance efficiency and productivity within the organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360

Pricing Details

$59/month/2 users
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Regency Software LLC

Founded

2016

Country

United States

Website

renewalcompass.com

Vendor Details

Company Name

Wisper

Founded

2006

Country

France

Website

www.wisper.io/fr/pourquoi/renouveler-postes-de-travail-cebox/

Product Features

Insurance Agency

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

Product Features

Virtual Machine

Backup Management
Graphical User Interface
Remote Control
VDI
Virtual Machine Encryption
Virtual Machine Migration
Virtual Machine Monitoring
Virtual Server

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