Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Strada is an AI-driven phone assistant specifically designed for insurance professionals. Insurance carriers, managing general agents (MGAs), and brokers leverage Strada to handle a high volume of calls—ranging from renewals and claims to quote intake, first notice of loss (FNOL), and policy management—without increasing their workforce.
This innovation allows customers to enjoy round-the-clock service with no wait times, enabling your team to concentrate on closing deals and nurturing client relationships.
Strada excels in the following areas:
- Automatically manages renewals, FNOL, claims, and policy servicing
- Offers 24/7 support with no waiting period
- Instantly accommodates thousands of calls
- Frees agents to prioritize sales and customer service
As a comprehensive automation solution for the insurance industry, Strada effectively eliminates call delays and reduces post-call administrative tasks, leading to improved customer retention, expedited claims processing, prevention of policy lapses, and a smarter, faster service experience for clients. Additionally, by streamlining operations, Strada enhances overall team productivity and customer satisfaction.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Applied Epic
Yes
EZLynx
Yes
HawkSoft
Yes
Jenesis Agency Management
Yes
Momentum AMP by NowCerts
Yes
QQCatalyst
Yes
Vertafore AMS360
Yes
Integrations
Applied Epic
No
EZLynx
No
HawkSoft
No
Jenesis Agency Management
No
Momentum AMP by NowCerts
No
QQCatalyst
No
Vertafore AMS360
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
Pricing Details
Custom pricing
Free Trial
No
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)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Regency Software LLC
Founded
2016
Country
United States
Website
renewalcompass.com
Vendor Details
Company Name
Strada
Founded
2023
Country
United States
Website
www.getstrada.com
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