Game-Changing Features to Boost Efficiency, Drive Retention and Maximize Profitability

With native AMS and CRM integrations, gain deep analytics and real-time insights into your policies while automating follow-ups and key retention tasks effortlessly.
Home /
Integrations
How it works?

Improve Renewal Efficiency from Day One

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

We analyze your data to identify correlations with retention

Upload data or connect your management system

You get actionable insights based on your own data

Before the
expiration date, account cancellation risk is predicted

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

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

Before the
expiration date, account cancellation risk is predicted

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

Features

Get Connected ReFocus Connected to your AMS

With native AMS and CRM integrations, sync policy
data in real-time, enable one-click posting, and create follow-up tasks in your system

Increased Renewal Efficiency

Streamline Your Renewal Operations
‍
Automatically prioritize at-risk renewals with real-time insights, cutting down the accounts your team needs to work each month.

Identify policies most likely to cancel, uncover key churn drivers, and focus on high-impact renewals with confidence.
Learn More

Boost
Retention

Identify At-Risk Accounts Before They Cancel
‍
Empower your team to deliver a personalized touch at scale.

With proactive insights and smarter prioritization, strengthen relationships, maximize renewals, and drive long-term retention—effortlessly.
Learn More

Reduced
Remarkets

Stop Wasting Time Remarketing Accounts That Were Never Truly At-Risk

With real-time insights into which policies are most likely to cancel and Why.

You can focus efforts on the right clients, minimize unnecessary remarketing, and retain more business without the extra workload.
Learn More
Benefits

Experience the
Transformative Benefits of AI

Discover how Refocus AI transforms your business outcomes. Our solutions are tailored to maximize efficiency, improve decision-making, and deliver measurable results. Here’s what you gain with us

Enhanced  
Decision-Making

Get accurate, data-driven insights to make smarter business decisions.

Increased
Efficiency

Automate repetitive tasks and optimize workflows to save time and resources.

Scalable
Solutions

Grow seamlessly with AI tools designed to evolve with your business needs.

Improved
Accuracy

Reduce errors with intelligent systems that continuously learn and adapt.
Calculator

Profitability Improvement Calculator

An essential factor in agency profitability is successful business retention. Improving retention ensures that agencies:

  • Reduce replacement acquisition costs for non-renewed business.

  • Retention is increased by up to 5%

  • Increase per-agent and per-policy profitability.

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
ROI Calculator


$
%
%
%
Scenario: Projected Retention Rate Improvement of 0%
Agency Premium
Revenue Growth
0%
5 Year Cumulative
Premium Change
$0.00
ROI Estimate
0%
Schedule Your Free Retention Evaluation Today!

Stay Ahead with
AI-Driven Insights

Get the latest updates, tips, and exclusive resources delivered straight to your inbox.