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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
tigerlab builds insurance software for two audiences. Brokerages run on the tigerlab Broker Management System (BMS). Insurers, MGAs and embedded insurance providers run on the tiger suite (formerly i2go).
The BMS is an insurance agency management system. It holds clients, policies, documents and renewals in one record, manages commissions, schemes and invoicing, and runs compliance checks for each jurisdiction, including sanctions screening. AI extracts data from documents and summarises emails. It connects to market platforms such as BiPRO in Germany and EcoHub in Switzerland.
The tiger suite covers Policy Management, Billing, Claims Management and Distribution Management, used alone or together. Products can be set up without code.
Both product lines are API-first and run in the cloud or on-premises. tiger suite Policy and Claims Management can also run in a customer's own AWS account. tigerlab has SOC 2 Type II attestation and ISO 27001 certification.
Click the demo button and see it in action!
API Access
Has API
No
API Access
Has API
Yes
Integrations
AWS Cloud9
No
Applied Epic
Yes
Damoov
No
EZLynx
Yes
HawkSoft
Yes
Jenesis Agency Management
Yes
Momentum AMP by NowCerts
Yes
MongoDB
No
Postman
No
QQCatalyst
Yes
Integrations
AWS Cloud9
Yes
Applied Epic
No
Damoov
Yes
EZLynx
No
HawkSoft
No
Jenesis Agency Management
No
Momentum AMP by NowCerts
No
MongoDB
Yes
Postman
Yes
QQCatalyst
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
- One-time setup fee
- Monthly license fee
- Transaction fee
- Monthly license fee
- Transaction fee
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)
Yes
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)
Yes
In Person
Yes
Vendor Details
Company Name
Regency Software LLC
Founded
2016
Country
United States
Website
renewalcompass.com
Vendor Details
Company Name
tigerlab
Founded
2008
Country
Switzerland
Website
www.tigerlab.com/en
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
Commercial Insurance
Billing & Invoicing
Yes
Broker / Agent Portal
Yes
Claims Management
Yes
Commission Management
Yes
Customer Portal
Yes
Document Management
Yes
Insurance Rating
Yes
Policy Management
Yes
Quote Management
Yes
Reinsurance Administration
Yes
Risk Assessment
Yes
Underwriting Management
Yes
Insurance Agency Management
Claims Management
Yes
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
Yes
Life & Health
No
Policy Management
Yes
Property & Casualty
Yes
Quote Management
Yes
Insurance Claims Management
CRM
Yes
Claims tracking
Yes
Customer portal
Yes
Document management
Yes
EDI data exchange integrations
Yes
Electronic claims
Yes
Fraud management
Yes
Reporting
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
Yes
Renewal Management
Yes
Underwriting Management
Yes
Insurance Underwriting and Rating
Broker / Agent Portal
Yes
Carrier Upload
Yes
Commercial Lines
Yes
Comparative Insurance Rating
Yes
Customer Portal
Yes
For Casualty Insurance
Yes
For Health / Medical Insurance
No
For Life Insurance
No
For Personal Insurance
Yes
Multi-State
Yes
Multiple Line Rating
Yes
P&C Insurance
Billing & Invoicing
Yes
Broker / Agent Portal
Yes
Claims Management
Yes
Commission Management
Yes
Customer Portal
Yes
Document Management
Yes
Insurance Rating
Yes
Marketing Automation
Yes
Policy Management
Yes
Quote Management
Yes
Reinsurance Administration
Yes
Underwriting Management
Yes