Ready for a

2 %

retention increase?

KNOW WHICH PERSONAL AND SMALL COMMERCIAL INSURANCE ACCOUNTS ARE AT RISK

Trusted and Used By

Sales metrics

Increase retention

Streamline
Insurance Renewals

Align retention to the policy lifecycle so that you communicate with the policyholder to maximize marketing and increase lifetime value.

Revenue Generation

Supercharge Revenue

Grow more from your existing customers. Unlock  which accounts have more budget to spend with you to enable more cross-sell and upsell opportunities for agents, brokers, and DTC-carriers.

Sales metrics
Insurance policies

Customer Experience

Real-time
Retention Insights

Power your management system with personal and small commercial retention opportunities up to 6-months before expiration.

User journey

How It Works

ReFocus AI uses live data to strengthen decision making, streamline the retention process, and ensure customer success.

Upload data or connect your management system

We analyze your data to identify correlations with retention

You get actionable insights based on your own data

Retention is increased by up to 5%

Priority at-risk accounts are identified and are added to the renewal workflow

Before the expiration date, account cancellation risk is predicted

Our capabilities

What We’re Offering

ReFocus AI uses live data to strengthen decision making, streamline the sales process, and ensure customer success.