Reduce the Cost of Servicing Your Accounts and Retain More Business with ReFocus AI

Patriotic Insurance Group. ReFocus AI Retention. Retention Automation.Reduce the time it takes to renew an insurance policy

Your Retention Partner

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Agencies

Partnering with Agencies to Deliver Results

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Insurance agencies who want increase operation efficiency
Agencies

Service Calls/Call Sentiment

Beyond basic interactions, assessing call frequency, tone, and client engagement to identify retention risks. By analyzing sentiment trends and service touch points, agencies can proactively address concerns, strengthen relationships, and boost renewals before issues arise.
Agencies

Policy Lifecycle scanning

Continuously analyzes client interactions, coverage changes, and engagement patterns to detect early signs of churn. By identifying key moments that impact retention, agencies can proactively intervene, optimize renewals, and ensure long-term client loyalty.
Agencies

Retention Scoring Model

Goes beyond rate increases, analyzing behavioral patterns, engagement, and policy changes to predict cancellations with confidence. By delivering automated prioritization and actionable insights, agencies focus on the right clients, reducing re-marketing and maximizing renewals.
Agencies

Proactive ID of at risk accounts

Pinpoints policies most likely to cancel by analyzing behavioral patterns, policy changes, and engagement trends. This allows agencies to take targeted action, strengthen client relationships, and maximize retention—before churn happens.
Agencies

Lowering serving costs

Streamlines renewals by automating insights, prioritizing at-risk accounts, and reducing manual workloads—lowering servicing costs while increasing retention efficiency.
Agencies

Renewal Data Modeling

Goes beyond rate increases, analyzing behavioral patterns, engagement, and policy changes to predict cancellations with confidence. By delivering automated prioritization and actionable insights, agencies focus on the right clients, reducing remarketing and maximizing renewals.
MGAs

Service Calls/Call Sentiment

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MGAs

Rate Increases

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MGAs

Retention Scoring Model

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MGAs

Endorsement Changes

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MGAs

Shopping Behaviors

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MGAs

Number of Claims

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