Insurance

The ReFocus AI platform is a game-changer

When you combine prospect behavior with real-time customer insights, your closing ratios, and revenue skyrocket. Integrate the ReFocus platform with your Agency Management System (AMS) and your CRM to supercharge today’s most advanced sales strategies.
The best app for insurance agents
Increasing revenue with sales enablement technology

Lead and Demand

Generation

Retail insurance sales are quickly being disrupted, and your sales staff needs to adjust to it. Compared to 10 years ago, your team now is 66% less likely to connect with prospects through cold calls. With opti-channel sales becoming the norm, insurance professionals need a tool that interprets data from multiple sources and propagates it into actionable sales encounters.
With real-time behavioral insights powered by ReFocus AI, your sales team has a window into the minds of your customers. Know what a customer is likely to purchase, and exactly when they will purchase it before they do.
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ReFocus AI also enhances your basic reporting capabilities by better targeting prospects and existing customers for account rounding and upselling.

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Understanding the true value of opportunities, combined with the ability to forecast key metrics, creates the ultimate competitive advantage.

Account Rounding

and Retention

During the quote-to-purchase process, non-conversions can be high and costly, especially if your business competes for just-in-time shipments. Timing is everything. Implementing behavioral analytics enables your sales team to prioritize their follow-ups by targeting the ones that have the greatest likelihood of closing.

With ReFocus AI, your sales teams will also be able to stack rank your customers so that your best customers get the right follow-up and support.

Small businesses increasing revenue
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ReFocus AI goes beyond the obvious by leveraging the data in your AMS, without requiring further enrichment. Powered by machine learning, gain insights into how customers with similar attributes who have previously converted match the individual in front of you.

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With greater than 80% accuracy in most situations, turn your data into a competitive advantage to generate more revenue.

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New Products And

Services

Your assureds deserve the best products and services. Rather than inflating the size of your marketing budget, use machine learning to determine which existing customers are interested in your new offerings and when it is best to approach them.
By equipping your sales team with this knowledge, your customers will get more of what they need, when they need it, and continue to seek your advice as their trusted advisor.
ReFocus AI makes it easy to leverage your existing customer base to sell more without putting more on your sales team plate.

Your competitive

advantage

ReFocus AI makes converting prospects easier and increases the total lifetime value of each customer by providing targeted purchasing behavioral insights. In the digital world, regardless of how you sell, sell smarter with machine learning-powered sales enablement.
Targeting Sales with AI

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