One platform for the entire book of business
From the first lead to the final renewal, Agency Compass gives every role in your agency the tools they need — without the busywork.
See your agency clearly, in real time
Four purpose-built dashboards surface exactly what matters the moment you log in — Active Premium, Net Premium, Renewal Rate, Sales vs Target, and sales by line of business. No reports to run, no spreadsheets to reconcile.
Premium pipeline, active policies, and agency-wide KPIs at a glance.
A holistic view of premium, retention, and growth across the book.
Pipeline, targets, and producer performance to keep the team on pace.
A dedicated view for health clients, policies, and custom reporting.
Client & policy management
Centralize every client, policy, document, and note. Handle updates, renewals, and claims without the chase.
Lead & quotation management
Capture, track, and nurture leads. Generate accurate quotes and convert prospects with competitive rates.
Renewal center
Stay ahead of every renewal. Automated reminders and a single queue keep retention high and clients happy.
Commission & reconciliation
Transparent, automated tracking for agency and producer — accurate calculations and timely payments.
ACORD forms
Generate industry-standard ACORD forms in seconds, pre-filled from your client records.
Invoices & receipts
Issue invoices and receipts, track payments, and keep the books tidy — all in one place.
Powerful workflows & automation
Build rules that route tasks, trigger reminders, and move work forward on their own — so your team stops doing it by hand.
Open API for integrations
Connect Agency Compass to your stack with a developer-friendly API — sync data and extend the platform to fit how you work.
AI tools (Q4 2026)
Let AI draft client emails, summarize policies, and surface next-best actions — cutting busywork so producers can sell.
Connected to the tools you already use
Quote, email, text, e-sign, and automate — without leaving Agency Compass. Native integrations keep your whole workflow in one window.
Turbo Rater
Live carrier rates
Office 365
Native email
Twilio SMS
Two-way texting
Dropbox Sign
e-Signatures
DocuSign
Sign & send docs
RingCentral
Cloud phone and texting
Zapier
5,000+ app automations
Gmail
Google Workspace
More coming soon
New integrations on the way
The complete toolkit
- Admin, Executive, Sales & Health dashboards
- Client management
- Policy management
- New policy & quoting
- Assign policies
- Endorsements
- Renewals center
- Claims tracking
- Quotes management
- Turbo Rater integration
- Lead management
- Commissions & reconciliation
- PayTrack
- Invoices & receipts
- ACORD forms
- Signature forms
- Email templates
- Email campaigns
- SMS templates
- Workflows & automations
- To-do list & tasks
- Import clients
- Data export to Excel
- Files & document storage
- Production reports
- Policy lifecycle reports
- Financial reports
- Premium by carrier
- Health clients & policies
- Customizable health reports
- Insurance entities & third parties
- Open API & integrations
- AI tools & assistance (Q4 2026)
- User roles & permissions
- Two-factor authentication
- Office 365 & Twilio
- Bilingual support (EN / ES)
See it on your own book of business
Book a personalized demo and we'll walk you through the features that matter most to your agency.