---
description: Review of RenewalCompass Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: RenewalCompass | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Insurance Policy Software](/directory/3320/policy/software) > [RenewalCompass](/software/549805/Renewal-Compass)

# RenewalCompass

Canonical: https://www.softwareadvice.co.nz/software/549805/Renewal-Compass

> RenewalCompass is insurance renewal management software designed for independent insurance agencies. It transforms policy exports into a prioritized renewal pipeline, helping agencies focus on critical accounts before expiration dates.

The software uses a risk-based scoring system to rank expiring policies based on their likelihood of non-renewal, rather than organizing them solely by date. Automatic alerts are triggered at specific intervals before policy expiration to support consistent follow-up throughout the renewal process. The platform accepts CSV and spreadsheet exports from various agency management systems, eliminating the need for complex setup processes. A shared team pipeline provides unified visibility into renewal statuses and activities for agency owners, producers, and customer service representatives.

RenewalCompass converts static policy lists into an actionable workflow by highlighting high-risk accounts early in the renewal cycle. Teams can track accounts through defined stages with clear status updates visible to all members. This approach replaces fragmented processes with a centralized system for managing renewal priorities and progress.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Regency Software

## Commercial Context

- **Starting Price**: US$59.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: RenewalCompass is priced for independent agencies that need a dedicated renewal pipeline without the cost of a full agency management system. All plans include a 14-day free trial. No charge until the trial ends.

Solo at $59 per month covers one user and up to 1,500 active policies. Built for the independent agent managing their own book.
Team at $109 per month covers up to 5 users and 7,500 policies. Includes shared pipeline, book access controls, producer and CSR roles, and team activity tracking.

Agency at $199 per month covers up to 10 users and 15,000 policies. Built for established agencies managing multiple producer books with full team visibility.
Annual billing is available at a discount equivalent to two months free. All plans include CSV import, risk scoring, daily email digest, client and policy management, follow up scheduling, and full activity log.
- **Target Audience**: Self Employed, 2–10
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Cancellation Tracking
- Contact Management
- Customer Accounts
- Insurance Policy Processing
- Mobile Access
- Policy Management
- Real-Time Analytics
- Reminders
- Renewal Management
- Reporting & Statistics
- Risk Assessment
- Task Management
- Workflow Management

## Support Options

- Email/Help Desk
- Knowledge Base

## Category

- [Insurance Policy Software](https://www.softwareadvice.co.nz/directory/3320/policy/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/549805/Renewal-Compass)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/549805-Renewal-Compass/> |
| en-AU | <https://www.softwareadvice.com.au/software/549805/Renewal-Compass> |
| en-GB | <https://www.softwareadvice.co.uk/software/549805/Renewal-Compass> |
| en-IE | <https://www.softwareadvice.ie/software/549805/Renewal-Compass> |
| en-NZ | <https://www.softwareadvice.co.nz/software/549805/Renewal-Compass> |

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