The Best AI Software for Insurance Brokers

AI-Powered Retention for Brokers

WE KNOW WHO IS MOST LIKELY TO LEAVE – DO YOU?

Customer Acquisition for brokerages

Real-time Data
Powered Insights

Brokers maximize retention by knowing who is most likely to leave, up to 6-months before they do.

Revenue Generation for brokers

Supercharge Revenue

With real-time insights into churn, maximize retention through relevant value-adds and account rounding.

Sales metrics
Insurance policies
Sales metrics

Channel Optimization for brokerages

Streamline The
Renewals Process

Align retention to the policy lifecycle so that you communicate with the policyholder to maximize value.

User journey

How It Works

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

Upload data

Get initial insights

Provide feedback on predictions

See impact on revenue

Get additional fine tuned insights

Upload incremental data

Our capabilities

What We’re Offering

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