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features
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support

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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 

Screenshots View All

Screenshots View All

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 
Vertafore AMS360 Yes 
Xero 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 
Vertafore AMS360 No 
Xero 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 

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