---
description: Learn more about RenewalCompass price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: RenewalCompass Price, Reviews & Features - Capterra South Africa 2026
---

Breadcrumb: [Home](/) > [Insurance Policy Software](/directory/20036/insurance-policy/software) > [RenewalCompass](/software/1097628/Renewal-Compass)

# RenewalCompass

Canonical: https://www.capterra.co.za/software/1097628/Renewal-Compass

> Policy renewal pipeline for independent insurance agencies. Built to replace the renewal spreadsheet. RenewalCompass.com
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses RenewalCompass?

RenewalCompass is designed for independent insurance agencies with 1-10 producers who manage policy renewals across personal and commercial lines.

## About the vendor

- **Company**: Regency Software

## Commercial Context

- **Starting Price**: US$59,00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: RenewalCompass is priced for independent agencies that need a dedicated renewal pipeline without the cost of a full agency management system. All plans include a 14-day free trial. No charge until the trial ends.

Solo at $59 per month covers one user and up to 1,500 active policies. Built for the independent agent managing their own book.
Team at $109 per month covers up to 5 users and 7,500 policies. Includes shared pipeline, book access controls, producer and CSR roles, and team activity tracking.

Agency at $199 per month covers up to 10 users and 15,000 policies. Built for established agencies managing multiple producer books with full team visibility.
Annual billing is available at a discount equivalent to two months free. All plans include CSV import, risk scoring, daily email digest, client and policy management, follow up scheduling, and full activity log.
- **Target Audience**: Self Employed, 2–10
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Renewal Management

## Support Options

- Email/Help Desk
- Knowledge Base

## Category

- [Insurance Policy Software](https://www.capterra.co.za/directory/20036/insurance-policy/software)

## Alternatives

1. [AdInsure](https://www.capterra.co.za/software/200794/adinsure) (0 reviews)
2. [AdInsure Policy Administration](https://www.capterra.co.za/software/1077581/AdInsure-Policy-Administration) (0 reviews)
3. [Jenesis Software](https://www.capterra.co.za/software/119068/jenesis-software) — 4.7/5 (283 reviews)
4. [NowCerts](https://www.capterra.co.za/software/132779/nowcerts) — 4.8/5 (150 reviews)
5. [Hourly](https://www.capterra.co.za/software/181595/hourly) — 4.8/5 (114 reviews)

## Links

- [View on Capterra](https://www.capterra.co.za/software/1097628/Renewal-Compass)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10042766/Renewal-Compass/> |
| en-AE | <https://www.capterra.ae/software/1097628/Renewal-Compass> |
| en-AU | <https://www.capterra.com.au/software/1097628/Renewal-Compass> |
| en-CA | <https://www.capterra.ca/software/1097628/Renewal-Compass> |
| en-GB | <https://www.capterra.co.uk/software/1097628/Renewal-Compass> |
| en-IE | <https://www.capterra.ie/software/1097628/Renewal-Compass> |
| en-IL | <https://www.capterra.co.il/software/1097628/Renewal-Compass> |
| en-IN | <https://www.capterra.in/software/1097628/Renewal-Compass> |
| en-NZ | <https://www.capterra.co.nz/software/1097628/Renewal-Compass> |
| en-SG | <https://www.capterra.com.sg/software/1097628/Renewal-Compass> |
| en-ZA | <https://www.capterra.co.za/software/1097628/Renewal-Compass> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra South Africa helps find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.co.za","url":"https://www.capterra.co.za/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.za/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"RenewalCompass","description":"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.\n\nRenewalCompass 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.\n\nRenewalCompass.com","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/f630e492-a800-448f-9595-7fd9043157c7.png","url":"https://www.capterra.co.za/software/1097628/Renewal-Compass","@id":"https://www.capterra.co.za/software/1097628/Renewal-Compass#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.za/#organization"},"offers":{"price":"59","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.capterra.co.za/software/1097628/Renewal-Compass#faqs","@type":"FAQPage","mainEntity":[{"name":"What Is RenewalCompass?","@type":"Question","acceptedAnswer":{"text":"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","@type":"Answer"}},{"name":"Who Uses RenewalCompass?","@type":"Question","acceptedAnswer":{"text":"RenewalCompass is designed for independent insurance agencies with 1-10 producers who manage policy renewals across personal and commercial lines.","@type":"Answer"}}]},{"@id":"https://www.capterra.co.za/software/1097628/Renewal-Compass#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Insurance Policy Software","position":2,"item":"/directory/20036/insurance-policy/software","@type":"ListItem"},{"name":"RenewalCompass","position":3,"item":"/software/1097628/Renewal-Compass","@type":"ListItem"}]}]}
</script>