Powerful workflow automation engine
Build rules that route tasks, trigger reminders, and move work forward automatically. Set conditions once and let the system handle the follow-up — from renewal reminders to task assignment across your team.
News & updates
What's new in Agency Compass
Release notes, new features, and behind-the-scenes updates on how we're building the platform your agency runs on. We ship often — here's what's changed.
Latest releaseETA: Summer 2026
Redesigned dashboards & new integrations
Our biggest release yet. Rebuilt Sales and Executive dashboards give producers and owners a clearer view of pipeline, premium, and performance — plus native connections to the tools your team already uses.
- New Sales & Executive dashboards
- Zapier and Gmail integrations
- OAuth Single Sign-On (SSO)*
* Supported identity providers to be announced.
Open API & developer platform
You can now connect Agency Compass to the rest of your stack. Our new REST API lets your team sync clients, policies, and quoting data with third-party systems — and build custom automations on top of the platform.
- Secure, token-based authentication
- Webhooks for real-time events
Health lines & custom health reports
Agencies writing health business can now manage health clients and policies in a dedicated workspace, with customizable reports built specifically for health lines.
Faster, smarter Turbo Rater handoff
Quoting just got quicker. Producers can now transfer quoting data from Agency Compass to third-party raters with a single click — no duplicate data entry — so quotes come back faster and cleaner.
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