AI-Powered Retention for Brokers
WE KNOW WHO IS MOST LIKELY TO LEAVE – DO YOU?
Customer Acquisition for brokerages
Brokers maximize retention by knowing who is most likely to leave, up to 6-months before they do.
Revenue Generation for brokers
With real-time insights into churn, maximize retention through relevant value-adds and account rounding.
Channel Optimization for brokerages
Align retention to the policy lifecycle so that you communicate with the policyholder to maximize value.
How It Works
ReFocus AI uses live data to strengthen decision making, streamline the retention process, and ensure customer success.