--- title: "RenewalCompass Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about RenewalCompass Software - reviews, pricing plans, popular comparisons to other Insurance Policy products and more." source_url: "https://www.capterra.com/p/10042766/Renewal-Compass/" page_type: "product" language: "en" --- # RenewalCompass Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) RenewalCompass ## What is RenewalCompass? RenewalCompass is a insurance renewal management solution that transforms policy exports into a prioritized pipeline for independent agencies. It organizes renewals by priority rather than chronological order, helping agencies address high-risk accounts before revenue is lost. Agencies export policies in CSV or spreadsheet formats, import their book of business without integration projects, and manage renewals through a shared pipeline with defined stages. RenewalCompass integrates with systems like EZLynx, QQCatalyst, AMS360, Applied, Epic, HawkSoft, NowCerts, and Jenesis. The platform ranks renewals by risk score and sends alerts at 90-, 60-, 30-, and 14-day intervals. A unified team view lets agency owners, producers, and customer service representatives track activity, monitor statuses, and coordinate efforts. This shared visibility replaces fragmented lists, enabling teams to work from a single pipeline where every renewal has a clear status and stage. RenewalCompass.com ## What is RenewalCompass used for? [Insurance Policy](https://www.capterra.com/insurance-policy-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $59 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for RenewalCompass?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://renewalcompass.com/site/&name=RenewalCompass) ## FAQs about RenewalCompass Overview ### What company size and specific industries is RenewalCompass built for? RenewalCompass is designed for independent insurance agencies with 1 to 10 producers that manage policy renewals across personal and commercial lines. It is built for small insurance organizations rather than larger firms, especially those handling both individual and business policy renewal workflows. Features and Usability ### What are the key features of RenewalCompass? RenewalCompass offers cancellation tracking, renewal management, and policy management for insurance workflows, along with insurance policy processing and customer accounts. It also includes contact management, task management, workflow management, reminders, real-time analytics, reporting and statistics, and risk assessment, plus mobile access and distinct health and medical functionality. Pricing ### How much does it cost and what fees or limitations are included? RenewalCompass starts at $59 per month for the Solo plan, which includes 1 user and core renewal tools. The Team plan is $109 per month for 5 users, and the Agency plan is $199 per month for 10 users. A free trial is available. Getting Started and Support ### What training and onboarding options does RenewalCompass offer? RenewalCompass provides live online training, documentation, and videos to help teams get started. Live online sessions can support guided setup and questions, videos offer self-paced walkthroughs, and documentation gives written reference material for reviewing features and steps. Getting Started and Support ### What customer support options does RenewalCompass offer? RenewalCompass offers email/help desk support and a knowledge base. These channels give users a direct way to submit requests and a self-serve place to find answers. No reviewer feedback about support experience is available, so response times, helpfulness, and common issues cannot be described. ## Features AI summary Based on 120 Insurance Policy reviews Capterra reviewers highlight these as the features buyers value most when choosing insurance policy software: - **Policy Management** (**58%** of reviewers rated this feature as critical) - **Document Management** (**67%**) - **Renewal Management** (**55%**) RenewalCompass supports **Policy Management** and **Renewal Management**, giving insurance teams a way to manage active policies and track upcoming renewals more efficiently. However, it does not include **Document Management**. Instead, it offers **Reminders** (**50%**), which can help teams stay on top of deadlines and follow-up tasks. Together, these features help businesses maintain policy oversight, reduce missed renewal dates, and keep day-to-day insurance operations organized. Cancellation Tracking Track cancellations of policies, accounts, orders, appointments, etc. Contact Management Manage, organize, and store contact information Customer Accounts Record customer information, purchase history, and other notes Insurance Policy Processing Process new insurance policies or modifications to existing policies. Mobile Access Access software remotely via mobile devices Policy Management Create, manage, and track policies and procedures within an organization RenewalCompass 13 features ### All Features - Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc. - Contact Management: Manage, organize, and store contact information - Customer Accounts: Record customer information, purchase history, and other notes - Insurance Policy Processing: Process new insurance policies or modifications to existing policies. - Mobile Access: Access software remotely via mobile devices - Policy Management: Create, manage, and track policies and procedures within an organization - Real-Time Analytics: Analyze and gain insights into data in real-time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Risk Assessment: Initiate collection and analysis of known risks - Task Management: Create, manage and track all task activities and progression - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10042766/Renewal-Compass/pricing/) Solo $59.00 Flat Rate,Per Month It includes: - Renewal pipeline - Automated risk scoring - Renewal alerts - CSV import - Client and policy management - Activity log - Client meeting report - 1 User - Automated Alerts Team $109.00 Flat Rate,Per Month It includes: - Renewal pipeline - Automated risk scoring - Renewal alerts - CSV import - Client and policy management - Activity log - Client meeting report - Role based security - Producer book assignment - 5 Users Agency $199.00 Flat Rate,Per Month It includes: - Renewal pipeline - Automated risk scoring - Renewal alerts - CSV import - Client and policy management - Activity log - Client meeting report - Role based security - Producer book assignment - 10 Users Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.