Plans & Pricing

Simple, transparent pricing.

No hidden fees. Pick the plan that fits your team and get started with a 14-day free trial.

RenewalCompass does one job: make sure the right renewals get your attention at the right time, before it's too late to act.

Upcoming Expiring soon
→
Contacted Outreach logged
→
Committed Client agreed
→
Renewed New term created
or
Lapsed Not renewed

One-click stage progression. Renew creates the new policy term automatically.

Solo
For the independent agent managing their own book.
$59/mo
1
users
2,500
policies
  • Your full book in one dashboard — policies, carriers, premiums, and risk at a glance
  • Automated risk scoring surfaces what needs attention before it becomes a problem
  • Full activity log — every action you've taken, every account
  • Renewal pipeline with one-click stage progression and action tracking
  • Renewal alerts at 90, 60, 30, and 14 days — no configuration required
  • CSV import from any management system or spreadsheet
  • Email Support
Get Early Access
Most Popular
Team
For growing agencies with a dedicated team.
$109/mo
5
users
7,500
policies
  • Every feature in Solo
  • Up to 5 users — producers, CSRs, and managers
  • Producers own their book — no cross-visibility unless granted
  • Activity log across all producers — every action, every account
  • Admins control who sees what across the whole agency
  • No shared logins, no overexposed accounts
  • Priority Email Support
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Agency
For established agencies with a full producer team.
$199/mo
10
users
15,000
policies
  • Everything in Team
  • Up to 10 users across your full producer team
  • Admin visibility across every producer's book simultaneously
  • Activity log across all producers — every action, every account
  • Carrier concentration risk visible across your entire book
  • Priority Email Support
Get Early Access

All plans include a 14-day free trial. Credit card required. No charge until your trial ends. Cancel any time.

Larger agency? Contact us for a custom plan. → support@renewalcompass.com

Policy limits apply to active policies only. Expired, lapsed, and renewed policies don't count against your limit.

The average independent agent earns $800–$2,500 per renewed commercial policy. Losing two renewals in a year costs more than a full year of RenewalCompass. One saved renewal pays for it.

Every Plan

Included with every plan

No matter which plan you choose, these are always included — no add-ons required.

  • ✓ Bank-grade client data encryption
  • ✓ Automatic risk scoring
  • ✓ Renewal alert emails (90/60/30/14 days)
  • ✓ CSV import with staging review
  • ✓ Renewal action log
  • ✓ Policy notes with timestamps
  • ✓ Your data is never shared with other agencies
  • ✓ Nothing permanently deleted — full history always recoverable
  • ✓ Secure invitation-based user onboarding
  • ✓ Email support

Launching Q3 2026.

Join the list and we will notify you the day subscriptions open. No credit card, no obligation.

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