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
Track40 transforms repetitive business processes into standardized workflows that execute consistently every time.
Tasks progress through defined stages, where each phase specifies its requirements before allowing the job to advance, ensuring that every transition is thorough. You can set a time limit for each stage, and any delays will be automatically flagged, recorded against your working hours and holidays. Jobs are initiated through forms you create, allowing submitters to receive a tracking link without needing an account. Each board can be viewed as a sortable table, which you can save as a report, and you can store supplier information, price lists, and catalogs within the app to eliminate redundant data entry. Line items are totaled automatically, and all modifications are tracked along with the user responsible for them. Integrate other systems seamlessly using a comprehensive API and signed webhooks, along with available connectors for Zapier and Make. If you are transitioning from Pipefy, the importer facilitates the transfer of boards, cards, comments, and files effortlessly. User roles determine visibility and edit permissions for each participant.
The service costs $12 USD per editor monthly, while there is no limit on free viewers. You can test the platform for thirty days without any charges or credit card requirements.
API Access
Has API
No
API Access
Has API
No
Integrations
Applied Epic
Yes
EZLynx
Yes
HawkSoft
Yes
Jenesis Agency Management
Yes
Make
No
Momentum AMP by NowCerts
Yes
QQCatalyst
Yes
Vertafore AMS360
Yes
Zapier
No
Integrations
Applied Epic
No
EZLynx
No
HawkSoft
No
Jenesis Agency Management
No
Make
Yes
Momentum AMP by NowCerts
No
QQCatalyst
No
Vertafore AMS360
No
Zapier
Yes
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
$12/month/user
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)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Regency Software LLC
Founded
2016
Country
United States
Website
renewalcompass.com
Vendor Details
Company Name
Track40
Founded
2024
Country
New Zealand
Website
track40.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
Product Features
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
Yes
Business Process Automation
Yes
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
Yes