--- 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 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 September 29, 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/)[Insurance](https://www.capterra.com/insurance-agency-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://www.g2.com/products/renewalcompass/claim_requests/new?auto=true) ## 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 businesses rather than larger enterprises, especially agencies handling both personal and commercial coverage renewal workflows. Features and Usability ### What are the key features of RenewalCompass? RenewalCompass offers renewal management, cancellation tracking, and policy management for handling customer and insurance policy records. It includes contact management, customer accounts, task management, and workflow management for daily operations, plus reminders, risk assessment, real-time analytics, and reporting & statistics for monitoring renewal activity and policy outcomes. Pricing ### How much does it cost and what fees or limitations are included? RenewalCompass starts at $59 per month for the Solo plan, with Team at $109 per month and Agency at $199 per month. A free trial is available. Plans are flat rate and include user limits of 1, 5, and 10 users, plus features like renewal alerts, CSV import, and client management. Getting Started and Support ### What training and onboarding options does RenewalCompass offer? RenewalCompass provides live online sessions, documentation, and videos for training and onboarding. Live online sessions support guided setup, documentation offers written reference material for ongoing use, and videos provide visual instruction that teams can review at their own pace. Getting Started and Support ### What customer support options does RenewalCompass offer? RenewalCompass provides email/help desk support and a knowledge base. These channels give users a direct way to ask for help and a self-service place to find guidance. No reviewer feedback is available for support quality, response times, or common issues. ## Features AI summary Based on 121 Insurance reviews Capterra reviewers highlight these as the features buyers care about most when comparing 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 the tools to manage active policies and stay on top of upcoming renewals. However, it does not include **Document Management**. Instead, it offers **Reminders** (**46%**), which can help teams keep track of follow-ups and key policy dates. Together, these features help businesses maintain policy oversight, reduce missed renewal deadlines, and keep day-to-day insurance operations more 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. 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