Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The vendor presents A1 Tracker as a robust and configurable risk management system that can be used standalone or in conjunction with other business segments within an organization.
Risk Management & Threat Assessment:
Register of risks to track risks at all levels within an organization. This includes entity, project, asset and contract, vendor, divisions, business units, regions, and more. Real-time risk reports and heat maps, dashboard metrics alerts & notifications.
Contract Management
Contract module to track all types of contracts with customers, vendors, employees, and customers.
Claims & Incident Management
Reporting on claims and incidents for any type of claim: injury, medical, customer, insurance or asset, liability, work comp, liability, etc.
Certificates & Policies in Insurance:
Policies & certificates for insurance tracking with reminders and renewals. For agencies & carriers policy management includes tracking clients.
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.
API Access
Has API
No
API Access
Has API
No
Integrations
Applied Epic
No
EZLynx
No
HawkSoft
No
Jenesis Agency Management
No
Momentum AMP by NowCerts
No
Oracle APEX
Yes
QQCatalyst
No
SAP Business One
Yes
Vertafore AMS360
No
Integrations
Applied Epic
Yes
EZLynx
Yes
HawkSoft
Yes
Jenesis Agency Management
Yes
Momentum AMP by NowCerts
Yes
Oracle APEX
No
QQCatalyst
Yes
SAP Business One
No
Vertafore AMS360
Yes
Pricing Details
$800/month
Monthly, Quarterly, Annual, & Perpetual pricing options & volume licensing discounts available.
Free Trial
No
Free Version
No
Pricing Details
$59/month/2 users
For a solo agent or producer managing one book. 1 Producer Seat, 1 CSR
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
A1 Enterprise
Founded
2002
Country
United States
Website
www.a1tracker.com
Vendor Details
Company Name
Regency Software LLC
Founded
2016
Country
United States
Website
renewalcompass.com
Product Features
Claims Processing
Adjustor Management
No
Case Management
Yes
Claim Resolution Tracking
No
Co-Pay & Deductible Tracking
Yes
Compliance Management
No
Customer Management
Yes
Electronic Claims
No
Forms Management
No
Paper-Based Claims
No
Payor Management
No
Policy Administration
Yes
Contract Management
Buy Side (Suppliers)
Yes
Completion Tracking
Yes
Compliance Tracking
Yes
Contract Lifecycle Management
Yes
Electronic Signature
Yes
Full Text Search
Yes
Government Contracts
Yes
Pre-built Templates
Yes
Sell Side (Customers)
Yes
Specialty Contracts
Yes
Version Control
Yes
Workflow Management
Yes
Financial Risk Management
Compliance Management
Yes
Credit Risk Management
Yes
For Hedge Funds
Yes
Liquidity Analysis
No
Loan Portfolio Management
No
Market Risk Management
Yes
Operational Risk Management
Yes
Portfolio Management
No
Portfolio Modeling
No
Risk Analytics Benchmarks
Yes
Stress Tests
No
Value At Risk Calculation
Yes
Fixed Asset Management
Asset Budgeting
Yes
Asset Lifecycle Management
Yes
Audit Trail
No
Barcoding / RFID
No
Depreciation Management
No
Disposal Management
No
Document Management
Yes
Inventory Tracking
No
Tax Management
No
Incident Management
Audit Trail
Yes
Corrective Actions (CAPA)
Yes
Disaster Recovery
Yes
IT Incident Management
Yes
Incident Reporting
Yes
OSHA Compliance
Yes
Root-Cause Diagnosis
Yes
Safety Management
Yes
Task Management
Yes
Ticket Management
Yes
Insurance Agency Management
Claims Management
Yes
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
Yes
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
Yes
Insurance Claims Management
CRM
Yes
Claims tracking
Yes
Customer portal
Yes
Document management
Yes
EDI data exchange integrations
Yes
Electronic claims
Yes
Fraud management
Yes
Reporting
Yes
Insurance Policy
Cancellation Tracking
Yes
Claims Tracking
Yes
Policy Generation
Yes
Policy Issuance
Yes
Policy Processing
Yes
Quotes / Estimates
Yes
Rating Engine
Yes
Reinstatement Tracking
Yes
Reinsurance Administration
Yes
Renewal Management
Yes
Underwriting Management
Yes
Integrated Risk Management
Audit Management
Yes
Compliance Management
Yes
Dashboard
Yes
Disaster Recovery
No
IT Risk Management
Yes
Incident Management
Yes
Operational Risk Management
Yes
Risk Assessment
Yes
Safety Management
Yes
Vendor Management
Yes
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
No
Corporations
Yes
Court Management
Yes
Discovery Management
No
Docket Management
No
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
No
Trust Accounting
No
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Risk Management
Alerts/Notifications
Yes
Auditing
Yes
Business Process Control
Yes
Compliance Management
Yes
Corrective Actions (CAPA)
Yes
Dashboard
Yes
Exceptions Management
No
IT Risk Management
Yes
Internal Controls Management
Yes
Legal Risk Management
Yes
Mobile Access
No
Operational Risk Management
Yes
Predictive Analytics
No
Reputation Risk Management
Yes
Response Management
Yes
Risk Assessment
Yes
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
Yes
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
Yes
Property & Casualty
Yes
Quote Management
No