Retention
The Changing Landscape of Retention
X-Date Reports are too static and basic, overwhelming your team with ambiguous information and no prioritization
Remarketing Hell - Having to remarket every single renewal is exhausting
18% of all insureds churn annually, which requires an active indicator of at risk accounts to decrease attrition
Only 8% of lost policyholders return
- According to McKinsey
Partnership Benefits
What Does This Mean For You?
A partnership with ReFocus AI provides exclusive content, co-marketing opportunities, and AI-driven insights to support and empower your member agencies
Enablement
Provide partners with exclusive content, insights and sales enablement resources.
Collaboration
Engage in co-marketing, joint webinars, and thought leadership initiatives.
Growth
Offer discounts to member agencies, driving adoption and retention success.
Value to Members
Deliver measurable impact through AI-driven efficiency and smarter renewals.
ReFocus AI + ACT: Leading the AI Revolution in Insurance
As the co-chair of ACT’s AI group, ReFocus AI is driving the future of insurance retention. Partnering with ACT agencies, we help streamline operations with AI-powered insights—turning renewals into a competitive advantage. Smarter retention, stronger agencies
ReFocus AI + IIANC: AI-Driven Insurance Transformation
ReFocus AI has partnered with IIANC to equip independent agencies in North Carolina with cutting-edge AI-driven retention solutions. This partnership provides IIANC members with exclusive access to predictive analytics that identify at-risk accounts, streamline renewal workflows, and improve client retention. By reducing manual work and enhancing efficiency, we’re empowering agencies to focus on growth and long-term profitability
ReFocus AI + IIABCal: AI-Driven Retention for Agencies
ReFocus AI has partnered with IIABCal to bring AI-driven retention solutions to independent agencies across California. Through this partnership, IIABCal members gain exclusive access to predictive analytics that identify at-risk renewals, automate retention workflows, and enhance operational efficiency. Together, we’re helping agencies reduce manual work, improve client retention, and drive long-term profitability
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ReFocus AI + Catalyit: AI-Driven Retention & Growth
ReFocus AI has partnered with Catalyit to empower independent agencies with cutting-edge retention analytics and automation. Through this partnership, Catalyit members gain exclusive access to AI-driven insights that help agencies prioritize at-risk renewals, streamline workflows, and maximize retention. Together, we’re equipping agencies with the tools, education, and technology they need to optimize their renewal strategies and grow their business
Case Study
Success Stories That Matter
Discover how we turn real challenges into measurable success.
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