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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Compass is an AI-driven chatbot that provides answers rooted in genuine, real-life experiences, drawing on unique information that isn't available elsewhere on the internet. Teams in Marketing, Product, and Operations at organizations such as Typeform, DocuSign, and Docker rely on Compass for several key purposes: - Gaining an in-depth understanding of their customers, including aspects like messaging, thought leadership, and user personas. - Enhancing their software procurement processes with informed decisions regarding comparisons, negotiations, and implementation strategies. - Acquiring valuable insights into their competitors by identifying differentiators and pain points. The responses from Compass are sourced from InsightDB, a proprietary database maintained by GetWhys that encompasses firsthand experiences. With a dedicated team of contractors interviewing software buyers, users, and implementers, InsightDB is rich with data that is simply not available through other channels, ensuring that users get the most comprehensive insights possible. By tapping into such exclusive resources, Compass empowers teams to make well-informed decisions that drive their strategies forward.

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

No images available

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

$99/month
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 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 No 
Webinars Yes 
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

GetWhys

Founded

2024

Country

United States

Website

www.getwhys.io/compass

Vendor Details

Company Name

Regency Software LLC

Founded

2016

Country

United States

Website

renewalcompass.com

Product Features

Market Research

Benchmarking No 
Compensation Management No 
Data Management No 
Email / Online No 
Face-to-Face No 
Panel Management No 
Paper-Based No 
Phone-Based No 
Sample Management No 
Statistical Analysis No 
Survey Management No 

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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