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ease
features
design
support

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Description

Expiro tracks contract renewals for agencies, freelancers and small teams. Most tools watch the end date. That is the wrong date. A contract ending in 28 days with a 30 day notice period has already renewed itself, and the deadline that decided it passed two days ago. Expiro works out the notice deadline from the end date and the notice period, and alerts on that one. Alerts fire 90, 60, 30 and 7 days out, on the account's own timezone rather than the server's. They go by email and browser push, or into Slack, Microsoft Teams, Discord, Telegram, Google Chat, Mattermost, Pushover, ntfy or a webhook you define. SMS is on the paid tiers. Every delivery is recorded per channel, so a Slack post that failed is visible instead of silent. There is a renewal pipeline from upcoming through contacted and negotiating to renewed or lost, notes and comments with @mentions on a shared timeline, custom fields, contract templates, and CSV import from the spreadsheet you keep now. Data comes out the way it went in: an ICS calendar feed, CSV and JSON export, and a REST API with scoped, hashed tokens that can expire. Two-factor authentication, a per-account audit log and team roles. Setup takes about ten minutes. 90 day free trial, no credit card.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Applied Epic No 
Discord Yes 
EZLynx No 
Google Chat Yes 
HawkSoft No 
Jenesis Agency Management No 
Mattermost Yes 
Microsoft Teams Yes 
Momentum AMP by NowCerts No 
Pushover Yes 
QQCatalyst No 
Slack Yes 
Telegram Yes 
Vertafore AMS360 No 

Integrations

Applied Epic Yes 
Discord No 
EZLynx Yes 
Google Chat No 
HawkSoft Yes 
Jenesis Agency Management Yes 
Mattermost No 
Microsoft Teams No 
Momentum AMP by NowCerts Yes 
Pushover No 
QQCatalyst Yes 
Slack No 
Telegram No 
Vertafore AMS360 Yes 

Pricing Details

$19/month
Three plans, billed monthly or annually; annual works out at two months free.

Every plan includes all eleven notification channels - email, browser push, Slack, Microsoft Teams, Discord, Telegram, Google Chat, Mattermost, Pushover, ntfy and your own webhook - plus the REST API, exports, templates, custom fields and team roles. SMS is extra: 100 a month on Growth, 500 on Agency.

Starter $19/month, up to 20 contracts and one user. Growth $39/month, unlimited contracts and three users. Agency $79/month, unlimited contracts and unlimited users.

Plans differ by contracts, people, storage and SMS. 90-day free trial, no credit card.
Free Trial Yes 
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 No 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Elixon LTD

Founded

2018

Country

United Kingdom

Website

expiro.io

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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