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Average Ratings 0 Ratings
Description
The COMPASS Subcontractor Risk Program provides the ultimate Subcontractor Risk Management system in the Construction Industry. COMPASS SRP is based on standardizing and centralizing data collection via COMPASS 1Form.
GCs can rest assured that COMPASS SRP is the most advanced prequalification tool available. COMPASS uses ongoing backtesting and standard data collection (1Form) to produce an assessment of a subcontractor’s execution ability, the Q Score. COMPASS Subcontractors are ranked using industry-standard CSI Codes in real-time, giving GCs ongoing insight into their exposure. Subcontractors can provide deep dives into the data behind our scores. Analytics are delivered on a set of customized dashboards that are tailored to your company's roles. The system manages quality reviews and internal notes.
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
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
No
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
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Bespokemetrics
Founded
2017
Country
Canada
Website
compass.bespokemetrics.com
Vendor Details
Company Name
Regency Software LLC
Founded
2016
Country
United States
Website
renewalcompass.com
Product Features
Construction Bid Management
Bidder Management
Yes
Building Product Database
No
Cost Database
No
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
No
RFP Management
No
Subcontractor Management
Yes
Takeoff
No
Version Control
No
Construction Management
Accounting Integration
No
Budget Tracking/Job Costing
No
CRM
Yes
Change Orders
No
Commercial
No
Contract Management
Yes
Contractors
Yes
Equipment Tracking
No
Estimating
No
Incident Reporting
No
Mobile Access
Yes
Offline Access
No
RFI & Submittals
No
Residential
No
Subcontractor Management
No
Timesheets
No
Contractor Management
Contractor Database
Yes
Insurance Tracking
No
License Tracking
No
Permit Tracking
No
Skills & Competencies
Yes
Task Management
No
Work Hour Tracking
No
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
No
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
No
Mobile Access
No
No-Code
No
Task Management
No
Third Party Integrations
Yes
Workflow Configuration
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