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features
design
support

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Description

The traditional methods of conducting book rolls have often been intricate, labor-intensive, and expensive, requiring travel, printed documentation, and extensive manual data entry. In order to secure a higher number of desired policies, it's essential to streamline the process, allowing for greater emphasis on risk assessment rather than tedious administrative tasks. By utilizing Book Roll, you can collaborate with your insurance agency partners in a way that is both seamless and secure, enhancing overall efficiency. This innovative tool enables carriers to electronically request an agency's portfolio without interrupting their daily operations. Whether your focus is on expanding personal or commercial lines, Book Roll makes it easier to evaluate new business opportunities and fosters a more accessible experience for clients. By assessing risks, you can increase the number of policies you acquire, while also exporting data for in-depth analysis. Additionally, you can connect policy data to your customer portal to leverage your unique underwriting guidelines. The instant batch rating feature allows for a rapid comparison of your current rates with alternative options, quickly identifying potential growth opportunities. Ultimately, this modern approach transforms the book roll experience, making it more efficient and advantageous for all parties involved.

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 

Screenshots View All

Screenshots View All

Integrations

Applied Epic No 
EZLynx No 
HawkSoft No 
Jenesis Agency Management No 
Momentum AMP by NowCerts No 
QQCatalyst No 
Vertafore AMS360 No 

Integrations

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

Pricing Details

No price information 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 No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Vertafore

Country

United States

Website

www.vertafore.com/products/book-roll

Vendor Details

Company Name

Regency Software LLC

Founded

2016

Country

United States

Website

renewalcompass.com

Product Features

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 

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