Know WHICH PERSONAL AND SMALL COMMERCIAL INSURANCE ACCOUNTS are at risk.
With native AMS and CRM integrations, sync policy
data in real-time, enable one-click posting, and create follow-up tasks in your system
Streamline Insurance renewals
Align retention to the policy lifecycle so that you communicate with the policyholder to maximize marketing and increase lifetime value.
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.
Real-time Retention Insights
Power your management system with personal and small commercial retention opportunities up to 6-months before expiration.
How It Works
ReFocus AI uses live data to strengthen decision making, streamline the retention process, and ensure customer success.
An essential factor in agency profitability is successful business retention. Improving retention
ensures that agencies:
ReFocus AI has developed this profitability improvement calculator to quantify these benefits. Your journey to improved retention success begins with a free workshop to tune the model to your requirements and business strategies
Knowing which customers are likely to churn improves your profitability
No problem, You have come to the right place.
Connect to your management system to identify accounts at risk of cancellation, have more productive renewal conversations, and ensure customer success.
ReFocus AI is the best software for insurance companies because identifying customers who are most likely to leave helps you prioritize activity to those where there are additional value-added services to provide.
AI-powered churn analytics leads to higher customer retention and critically, better customer experiences.