Pricing

Pricing

Simple, Scalable Pricing

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Flat Rate: $2.50 per Account, per Year

Unlimited policies per account, making costs even lower per policy.
No hidden fees. No complexity. Just clear, predictable pricing.

Expert Servicing & Onboarding

Our team ensures seamless adoption with personalized onboarding, training, and ongoing support.
Get up and running quickly, with best practices designed to increase efficiency from day one.

Built for Growth and Scalable Success

Whether you're an independent agency or a multi-location firm, ReFocus AI grows with you.
Plug-and-play AMS & CRM integrations for automated insights.

Choose a Service Plan that's Right for you

Launch Bronze

Get started with self-guided setup, onboarding, & ad hoc support.

10%

/Annually

Round Robin Retention Manager
Self-Onboarding (30min support call)
2 Renewal Workflow Templates
5 Renewal Optimization Sessions per Quarter

Momentum Silver

Sustain growth with guided training, optimization, & strategy check-ins.

20%

/Annually

Round Robin Retention Manager
ReFocus Guided Onboarding
Quarterly Strategy Meetings
5 Renewal Workflow Templates
10 Renewal Optimization Sessions per Quarter

Elevate Gold

Reach new heights with strategic consultation & dedicated assistance.

30%

/Annually

Dedicated Retention Manager
White Glove Onboarding
Quarterly Strategy Meetings
15 Renewal Workflow Templates
15 Renewal Optimization Sessions per Quarter