Agency Tech Guide
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6 tools · Updated Oct 2026

Renewal and retention automation

Tools that automate renewal reviews, remarketing, re-quoting and retention outreach, so every renewing client gets attention before they shop on their own.

Our picksOct 2026
1QuandriStrong on personal lines renewals; narrow beyond them.2ReFocus AIRules-driven requoting at 39 carriers; half are still beta.3InsurSyncReview, requote and email in one task; HawkSoft-only sync.How we pick

Every tool

Filter by what you write and the AMS you run. Listings are free and nobody pays for placement.

6 tools
Agency Revolution FuseAgency Revolution (FMG Suite)Fits Agencies automating renewal and cross-sell outreachMarketing automation first, sales CRM second.Personal · Commercial—Fuse: $249/month. Fuse + Do It For Me: $649/month. Texting add-on: $50/month.AgencyZoomVertaforeFits AMS360, QQCatalyst and NowCerts agenciesLive sync with AMS360, QQCatalyst and NowCerts only.Personal · Commercial—Essential $149/month, Growth $199/month, Pro $349/month; each plan includes up to 7 users (Oct 2026)InsurSyncInsurSyncFits HawkSoft agencies with personal lines renewalsReview, requote and email in one task; HawkSoft-only sync.Home · AutoAPI + portalsNot publishedQuandriQuandriFits Personal lines agencies on Epic, AMS360 or HawkSoftStrong on personal lines renewals; narrow beyond them.Home · AutoAPI + portalsNot published (FirstChoice members get 15% off year one)ReFocus AIReFocus AIFits Personal lines agencies remarketing rate-hit renewalsRules-driven requoting at 39 carriers; half are still beta.Home · AutoAPI + portalsCredit packages from $5,000 for 500 credits (about $80-$90 per remarket); $20 per top-up creditRenewalCompassRegency Software LLCFits Small agencies tracking renewals in spreadsheetsCheap, simple renewal board; manual CSV imports, no requoting.Personal lines · Commercial lines · Specialty—$59/month (Solo), $109/month (Team), $199/month (Agency)

How to choose

What matters most, in order

Does it requote or only remind

Some tools shop at-risk renewals with your carriers; others only track dates and send outreach. Know which one you are buying.

Carriers and lines it can requote

Get the named carrier list and ask which are live versus in beta. Most tools today focus on personal home and auto.

How it finds at-risk renewals

Premium-increase thresholds, retention scoring or a date list. Ask how triggers are set, whether you can set a minimum savings before reshopping, and how many false alarms reach staff.

Where the policy data comes from

The current policy often lives on the carrier site, not in your AMS. Ask whether it reads carrier data or only AMS fields, and what happens when AMS fields are missing or stale.

AMS connection

Two-way sync, read-only or CSV import. It decides whether notes, activities and quotes land back on the client record.

Client outreach

Check whether it drafts renewal emails and who approves them before they go out.

Our full ranking6 ranked · How we rank
RankToolBest forOur take
1QuandriHome · AutoPersonal lines agencies on Epic, AMS360 or HawkSoftStrong on personal lines renewals; narrow beyond them.Review →2ReFocus AIHome · AutoPersonal lines agencies remarketing rate-hit renewalsRules-driven requoting at 39 carriers; half are still beta.Review →3InsurSyncHome · AutoHawkSoft agencies with personal lines renewalsReview, requote and email in one task; HawkSoft-only sync.Review →4RenewalCompassPersonal lines · Commercial lines · SpecialtySmall agencies tracking renewals in spreadsheetsCheap, simple renewal board; manual CSV imports, no requoting.Review →5AgencyZoomPersonal · CommercialAMS360, QQCatalyst and NowCerts agenciesLive sync with AMS360, QQCatalyst and NowCerts only.Review →6Agency Revolution FusePersonal · CommercialAgencies automating renewal and cross-sell outreachMarketing automation first, sales CRM second.Review →

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