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
mPACS, developed by Mandon Software, is a tailored insurance software platform designed specifically for insurance brokers, agencies, managing general agents (MGAs), and Lloyds coverholders. This comprehensive solution is not only robust and feature-rich but also flexible, catering to a wide range of needs in managing quotes, policies, and claims. Users can choose between on-premises installation or cloud-based access, ensuring versatility in deployment. With an extensive array of functionalities including documentation, rating, quoting, renewal, claims management, marketing, interfacing, and auditing, mPACS streamlines various processes for its users. Additionally, its user-friendly interface enhances the overall experience, making it a preferred choice in the insurance sector.
API Access
Has API
No
API Access
Has API
No
Integrations
Applied Epic
Yes
Citywide Assets
No
Citywide Maintenance
No
Citywide Permitting
No
EZLynx
Yes
HawkSoft
Yes
Jenesis Agency Management
Yes
Momentum AMP by NowCerts
Yes
QQCatalyst
Yes
Sage Accounting
No
Integrations
Applied Epic
No
Citywide Assets
Yes
Citywide Maintenance
Yes
Citywide Permitting
Yes
EZLynx
No
HawkSoft
No
Jenesis Agency Management
No
Momentum AMP by NowCerts
No
QQCatalyst
No
Sage Accounting
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
No price information available.
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
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Regency Software LLC
Founded
2016
Country
United States
Website
renewalcompass.com
Vendor Details
Company Name
Mandon Software
Founded
1999
Country
United Kingdom
Website
www.mandon.co.uk
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
Insurance Agency Management
Claims Management
Yes
Commission Management
Yes
Contact Management
No
Document Management
Yes
Insurance Rating
Yes
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
Yes
Insurance Policy
Cancellation Tracking
Yes
Claims Tracking
Yes
Policy Generation
Yes
Policy Issuance
Yes
Policy Processing
Yes
Quotes / Estimates
Yes
Rating Engine
Yes
Reinstatement Tracking
Yes
Reinsurance Administration
No
Renewal Management
Yes
Underwriting Management
Yes
Insurance Underwriting and Rating
Broker / Agent Portal
No
Carrier Upload
No
Commercial Lines
Yes
Comparative Insurance Rating
Yes
Customer Portal
No
For Casualty Insurance
Yes
For Health / Medical Insurance
Yes
For Life Insurance
No
For Personal Insurance
Yes
Multi-State
Yes
Multiple Line Rating
Yes