# RenewalCompass Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about RenewalCompass Software - reviews, pricing plans, popular comparisons to other Insurance Policy products and more. Source: https://www.capterra.com/p/10042766/Renewal-Compass --- # RenewalCompass Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on May 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[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 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) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Track cancellations of policies, accounts, orders, appointments, etc. Manage, organize, and store contact information Record customer information, purchase history, and other notes Process new insurance policies or modifications to existing policies. Access software remotely via mobile devices Create, manage, and track policies and procedures within an organization Analyze and gain insights into data in real-time Timed notification for any upcoming task, deadline, appointment, or activity Manage and track the renewal process for various services, subscriptions, contracts, or licenses Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Initiate collection and analysis of known risks Create, manage and track all task activities and progression 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 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)