Retention is the foundation of agency growth—but traditional X-date reports and reactive processes make it nearly impossible to prioritize the right clients at the right time. That’s why we built Retention Insights—a smarter way to uncover which accounts need attention and why. With ReFocus AI, your team gets real-time insights that transform renewals from guesswork into strategy.
ReFocus AI analyzes your client data—such as policy changes, payment history, communications, and claims—and surfaces a prioritized list of clients to focus on at renewal time, complete with:
CancellationLikelihood Score
Key Drivers of Churn
(e.g., premium increases, late payments, claim activity)
Confidence Factor
(how certain the system is in its prediction)
Next-Best-Action Guidance
Connect Your AMS or CRM Seamless integrations with Applied Epic, AMS360, QQCatalyst, HawkSoft, and more.
We Scan Your Book Automatically Our machine learning model reviews policy history, claims, servicing patterns, and more—no manual tagging or setup needed.
Prioritized Account List Delivered Weekly Your team receives a ranked list of which accounts to work—and why—with insights embedded directly in your workflows.
Tasks Auto-Generated for Key Accounts
ReFocus syncs directly with your systems, assigning tasks and updating timelines without extra clicks.
