The Renewal Workflow

Every policy moves through a single pipeline.

From the moment a policy enters the 90-day window to the day it renews or lapses, RenewalCompass keeps it in the right column with the right action always one click away.

Upcoming Expiring soon

→

Contacted Outreach logged

→

Committed Client agreed

→

Renewed New term created

or

Lapsed Not renewed

⚡

One-Click Stage Progression

Mark Contacted, Mark Committed, & Renew are always visible on the card. The right action is one click away. No drag and drop, no form to fill out.

🔄

Automatic Policy Term Creation

Click Renew and the new policy term is created automatically. Same carrier, same line of business, same premium, dates advanced one year. One click, done.

🟢

Contact Status at a Glance

A color-coded dot on every card shows how recently contact was logged: green within 7 days, yellow within 14, red over 14 or nothing on record. No account goes quiet without someone noticing.

Pillar 1

Know Your Book

A complete, real-time picture of your entire book of business. No guesswork. No spreadsheets.

app.renewalcompass.com/dashboard

Total Policies

486

Renewals Next 60d

37

Premium at Risk

$214K

High Risk

8

High Risk Renewals

Client	Carrier	LOB	Expires	Premium	Risk
CP Smith Mfg	Travelers	Comm. Property	24d	$38,400	HIGH
GL Taylor Contr.	Hartford	Gen. Liability	20d	$21,200	HIGH
CP Riverside Apts	Nationwide	Comm. Property	18d	$44,900	HIGH

Upcoming Renewals (Next 30 Days)

Client	Carrier	LOB	Expires	Premium	Risk
AU Jones Family	Progressive	Personal Auto	16d	$2,800	MED
BO Harris Group	Liberty Mutual	Business Owners	22d	$11,600	LOW

📊

Book Overview Dashboard

See total policies, upcoming renewals, and premium at risk in a single view. Filter by producer, carrier, or line of business.

⚠️

Automated Risk Scoring

Every policy is re-scored in real time based on premium size, days to expiration, open claims, and days since last producer contact. High-risk accounts surface automatically.

🎛️

Customizable Risk Weights

Tune the scoring model to match how your agency weighs risk. Adjust point values for expiry urgency, premium size, no-contact days, and more. The max score is always 100 so results stay consistent and easy to explain to your team.

📅

Renewal Calendar

See exactly what is expiring in the next 30, 60, and 90 days. Sorted by risk score so your team always focuses on what matters most.

🔔

Renewal Alerts

Automatic email alerts fire at 90, 60, 30, and 14 days before expiration. No configuration required.

Pillar 2

Manage Your Business

Clients, policies, carriers, and imports. Everything in one place, always organized.

app.renewalcompass.com/policies

Policy #	Client	Carrier	LOB	Expires	Premium	Risk
CP-00412	CP Smith Mfg	Travelers	Comm. Property	24d	$38,400	HIGH
GL-00389	GL Taylor Contr.	Hartford	Gen. Liability	20d	$21,200	HIGH
AU-00441	AU Jones Family	Progressive	Personal Auto	16d	$2,800	MED
BO-00398	BO Harris Group	Liberty Mutual	Business Owners	22d	$11,600	LOW
CP-00455	CP Greenfield Realty	Nationwide	Comm. Property	19d	$29,700	HIGH
CA-00421	CA Jenkins Transport	Zurich	Commercial Auto	27d	$16,300	MED

Showing 6 of 486 policies

👤

Client Management

Full client records with contact information, policy history, and notes. Phone numbers and addresses encrypted at rest.

📄

Policy Management

Track every policy with carrier, LOB, effective and expiration dates, premium, and renewal status. Filter, search, and act from one list.

🔗

Open Any Policy from Anywhere

Click any policy from the dashboard, renewals board, or client record to open the full detail instantly. Log a note, move the stage, check the action history, without leaving the page you're on.

📥

CSV Import Engine

Upload your own Excel Spreadsheet or a CSV from Applied, AMS360, or any management system. Map columns, stage records, review, and commit in bulk. No manual re-entry.

app.renewalcompass.com/import-history

All CSV imports for this agency. Committed imports can be reverted.

Date	Carrier	Imported	Skipped	Dupes	Status
Mar 28, 2026	Travelers	84	2	0	Committed	Revert
Mar 21, 2026	Hartford	61	0	3	Committed	Revert
Mar 14, 2026	Nationwide	47	1	0	Reverted

Import Audit Trail

Every import, accounted for.

A permanent record of every CSV import your agency has processed: What came in, what was skipped, and whether duplicates were caught before they hit your book.

🕓

Full Import Audit Trail

Every import is logged with the date, carrier, file name, and a full record breakdown: imported, skipped, duplicates, and errors. Nothing disappears.

↩️

Revert a Committed Import

Made a mistake? Committed imports can be reverted with one click, removing the records from your book cleanly. No manual cleanup, no support ticket required.

🛡️

Duplicate Detection

The import engine catches duplicate policies before they reach your book. Duplicate counts are shown on every import row so you always know what was filtered out.

Pillar 3

Work as a Team

Keep every producer accountable. Every action logged. Every renewal moving forward.

app.renewalcompass.com/renewals

Upcoming 3

Smith Manufacturing

Travelers • Comm. Property

Taylor Contractors

Hartford • Gen. Liability

Jenkins Transport

Zurich • Comm. Auto

Contacted 2

Riverside Apartments

Nationwide • Comm. Property

Jones Family Auto

Progressive • Personal Auto

Committed 1

Harris Group

Liberty Mutual • BOP

Renewed 2

Summers Holdings

Travelers • Comm. Property

Jones Family Auto

Progressive • Personal Auto

Lapsed 1

Westbrook LLC

Hartford • Gen. Liability

📋

Renewal Action Tracking

Log every call, email, and meeting against each renewal. Your team always knows the current status of every account.

▮▮

Kanban Board View

Switch your renewals pipeline to a board view with five columns: Upcoming, Contacted, Committed, Renewed, and Lapsed. Urgency borders show at a glance what needs attention.

⚡

One-Click Stage Progression

Move any renewal forward with a single button. Mark Contacted, Mark Committed, and Renew are always visible on the card. No drag and drop, no form to fill out.

🔄

Renew: Automatic Policy Term Creation

Click Renew and RenewalCompass creates the new policy term automatically: same carrier, same line of business, same premium, dates advanced one year. If the policy number or premium changed, use the quick-edit link in the confirmation.

🟢

Contact Status Dot

Every renewal card shows a color-coded dot indicating how recently contact was logged: green within 7 days, yellow within 14, red over 14 days or nothing on record. At a glance, anyone on the team can see which accounts are being worked and which have gone quiet.

👥

User Invitations and Roles

Invite producers, CSRs, and managers by email. Role-based access keeps sensitive data where it belongs.

🗂️

Book Access Control

Assign specific clients and policies to individual producers. Each user sees only their portion of the book. Admins see everything.

📑

Activity Log

See every action logged across your team, filtered by date, action type, or producer. Export to CSV for a clean handoff to your CSR or carrier at the end of the day.

Book Access

Give your CSRs the full picture.

Grant any team member read or write access to another producer's book. CSRs can look up any client, answer questions, and log actions without involving the producer.

app.renewalcompass.com/settings

Agency

Team

Book Access

Lines of Business

Book Access Grants

Write access allows logging actions and adding notes. Read Only is view-only.

Grantee (can view)	Owner (whose book)	Access Level
Lisa Cantrell	Robert Callahan	Read Only	Revoke
Lisa Cantrell	Marcus Webb	Write	Revoke
Dana Reyes	Robert Callahan	Read Only	Revoke

🔍

View Any Producer's Book

With a single click, a CSR can switch from their own view to any producer's book they have access to. Every client, policy, and renewal is available immediately.

✏️

Read or Write Access

Read Only keeps it view-only. Write access lets the grantee log renewal actions and add notes on behalf of the producer. Permissions stay exactly where you intend.

🔐

Granular Per-Producer Control

Each grant is specific to one grantee and one book. A CSR can have read access to one producer and write access to another. Admins manage all grants in one place.

📞

Answer Any Client Call

When a client calls about a policy handled by a producer who is out, the CSR pulls up the book, finds the policy, and answers the question. No hunting. No guessing.

Getting Started

Your book is live in minutes.

No data entry sprint. No IT project. Upload your existing spreadsheet and RenewalCompass does the heavy lifting.

app.renewalcompass.com/import

Match your CSV columns to RenewalCompass fields. We pre-mapped what we recognized.

Your CSV Column	Maps To	Status
ClientName	Client Name	✓
Pol_Number	Policy #	✓
Exp_Date	Expiration Date	✓
AnnPrem	Annual Premium	✓
LineOfBus	Line of Business	✓
CarrierNm	Carrier	✓

312 records ready to stage

Export from Applied, AMS360, or any spreadsheet. RenewalCompass recognizes common column names automatically - just confirm the mapping and move on.

app.renewalcompass.com/policies/new

Client

Smith Manufacturing

Policy Number

CP-00412

Carrier

Travelers▼

Travelers

Travelers Excess & Surplus

Line of Business

Commercial Property▼

Effective Date

03/01/2026

Expiration Date

03/01/2027

Carriers are selected from a built-in database - no free-text, no typos, no duplicate entries for the same carrier. Clean data from day one means accurate reporting from day one.

Walk into every renewal meeting prepared.

One click from any client record generates a full meeting report - every policy, every carrier, every renewal action and note, all in one printable view.

📋

All policies at a glance

Premium, carrier, expiration date, and renewal status - summarized across the client's entire book.

🗒️

Full activity history

Every logged call, email, and note surfaces per policy - so you know exactly where each renewal stands before you sit down.

🖨️

Print or save as PDF

One button. No copy-pasting from multiple screens. Clean enough to bring to the meeting or share with a colleague.

Meeting Prep

app.renewalcompass.com/clients/…/report

← Back to Smith Manufacturing

Client Meeting Report

Acme Insurance Agency

Generated Mar 14, 2026

Prepared by Jane Smith

Smith Manufacturing

Email

j.smith@smithmfg.com

Phone

(555) 408-2291

Client Since

Jan 12, 2021

Policies

3

Total Premium

$73,700

Active

2

Renewed

1

CP-00412 Travelers - Comm. Property active Mar 1, 2026 (24d) $38,400

Renewal Actions (2)

Mar 8

Contacted

Left voicemail, awaiting callback on renewal terms.

Feb 22

Quote Requested

Sent renewal request to Travelers underwriting.

Notes (1)

Feb 18

Client added new warehouse on Route 9 - confirm coverage increase with Travelers.

Security

Secure by design

Insurance agencies handle sensitive client data. RenewalCompass is built to protect it.

🔒

Bank-Grade Data Encryption

Client phone numbers and addresses are encrypted individually at the database level. Even if someone accessed the server, your clients' contact data would be unreadable.

🪙

Automatic Session Protection

Login sessions use short-lived credentials that refresh automatically in the background. If a device is lost or a session is left open, exposure is contained - not open-ended.

🏢

Agency-Isolated Data

Your data is completely walled off from every other agency on the platform. No configuration required - enforced at the database level on every single operation.

🗑️

Soft Delete Only

Nothing is ever hard-deleted. Records are deactivated, not destroyed. Your data history is always recoverable.

Built around the policy renewal cycle.

Every policy moves through a single pipeline.

Know Your Book

Manage Your Business

Every import, accounted for.

Work as a Team

Give your CSRs the full picture.

Your book is live in minutes.

Walk into every renewal meeting prepared.

Secure by design

Your book deserves better than a spreadsheet.