# 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. [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 Includes Free Version 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 1-10 producers that handle policy renewals across personal and commercial lines. It fits small insurance businesses that need support managing renewal workflows in both personal and commercial insurance sectors. Features and Usability ### What are the key features of RenewalCompass? RenewalCompass offers renewal management, cancellation tracking, policy management, and insurance policy processing for handling account changes. It also includes contact management, customer accounts, task management, workflow management, reminders, and real-time analytics, plus reporting & statistics and risk assessment for tracking renewal activity and related records. 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. Solo includes 1 user, Team includes 5 users, and Agency includes 10 users, with no other fees or limits stated. Getting Started and Support ### What training and onboarding options does RenewalCompass offer? RenewalCompass provides live online training, documentation, and videos. Live online sessions support guided instruction, documentation serves as written reference material, and videos offer visual walkthroughs for reviewing product features and setup steps. 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 option for common questions. No reviewer feedback about support quality, response times, or helpfulness is available in the catalog data. ## 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.