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The independent agency perspective.

Renewal management perspectives, agency growth stories, and product updates from the RenewalCompass team.

What Features Should Insurance Renewal Management Software Have?
What Features Should Insurance Renewal Management Software Have?
What to look for in insurance renewal management software: the core features that help agencies track renewals, surface risk, and prevent lapses.
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From Upcoming to Renewed: How the Pipeline Board Works
From Upcoming to Renewed: How the Pipeline Board Works
See how a renewal pipeline board helps independent insurance agencies track policy renewals from upcoming to renewed with clear stages and less guesswork.
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How Independent Insurance Agents Track Policy Renewals
How Independent Insurance Agents Track Policy Renewals
How independent agents track policy renewals, why spreadsheets fall short as books grow, and what a focused renewal workflow looks like in practice.
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Nationwide Made the Case for a Better Insurance Renewal Process
Nationwide Made the Case for a Better Insurance Renewal Process
Nationwide outlined the cost of manual renewal processes for agents. Here is what independent agencies should take from it and how to act on it.
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Why Independent Agents Still Use Excel for Renewal Tracking
Why Independent Agents Still Use Excel for Renewal Tracking
Why so many independent agents still manage renewals in Excel, where the spreadsheet breaks down, and what a better option looks like instead.
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AMS Alternatives for Independent Agents Who Need Better Renewal Tracking
AMS Alternatives for Independent Agents Who Need Better Renewal Tracking
Applied Epic, EZLynx, HawkSoft, and Zywave compared for independent agents who mainly need renewal tracking rather than a full AMS.
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Looking for a Zywave Alternative for Renewal Tracking?
Looking for a Zywave Alternative for Renewal Tracking?
Looking for a Zywave alternative? Smaller agencies that need renewal tracking without a full AMS often find a focused tool is the better fit.
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Why Independent Insurance Agencies Miss Renewals
Why Independent Insurance Agencies Miss Renewals
Independent insurance agencies usually miss renewals because the process lacks visibility, ownership, and follow-through. Here is how to fix that.
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What Is a Renewal Pipeline for Insurance Agencies?
What Is a Renewal Pipeline for Insurance Agencies?
A renewal pipeline helps independent insurance agencies track upcoming policy renewals, assign ownership, and prevent accounts from slipping through the cracks.
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How to Manage 500+ Policy Renewals Without a Full AMS
How to Manage 500+ Policy Renewals Without a Full AMS
How independent agencies manage 500+ policy renewals with better visibility, risk scoring, and team workflow, without committing to a full AMS.
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