Policy Renewal Management for Independent Agencies
Most independent agencies lose 2–4% of their book every year to renewals that slipped without warning. Not because agents don't care. Because their tools don't keep up.
See the policy import demo ↓If your agency manages 400 policies at an average commercial premium of $8,000, you have over $3 million in annual premium. Industry retention averages suggest 3–5% lapses annually. That's $90,000 to $150,000 walking out the door, often without a single warning.
RenewalCompass shows you exactly which policies are at risk, scored and ranked, before the expiration date arrives and the client has already moved on.
CP Smith Mfg |
24d | HIGH | |
GL Taylor Contr. |
20d | HIGH | |
CP Riverside Apts |
18d | HIGH |
| Client | LOB | Expires | Risk |
|---|---|---|---|
CP Smith Mfg |
Comm. Prop | 24d | HIGH |
GL Taylor Contr. |
Gen. Liability | 20d | HIGH |
AU Jones Family |
Personal Auto | 16d | MED |
BO Harris Group |
Bus. Owners | 22d | LOW |
CA Jenkins Trans. |
Comm. Auto | 27d | MED |
Your agency management system does a lot of things well. Managing renewals proactively isn't one of them. It tracks. It stores. It reports. But it doesn't score risk, surface urgency, or give your team a shared pipeline to work from.
RenewalCompass does one job: making sure no renewal falls through the cracks between your AMS and your team's attention.
The integration is a CSV export you already know how to run. Nothing changes in your current system. You just add the visibility layer that tells you where to focus first.
Export your renewal report from your AMS, the same CSV you probably already run. Map columns and import in minutes.
RenewalCompass scores every policy automatically. Open your dashboard and see exactly where to focus first.
Work through your renewal pipeline with logged actions, team assignments, and alerts. Nothing slips.
Average time from CSV upload to first actionable risk view: under 10 minutes.