Catalyit is excited to announce that ReFocus AI, a cutting-edge predictive analytics platform, has joined our Premium Solution Provider Program. ReFocus AI empowers independent insurance agents to maximize customer retention by identifying accounts at risk of cancellation and enabling proactive engagement.
What is ReFocus AI?
ReFocus AI is an advanced machine learning platform built specifically to transform renewal operations in the insurance industry. By addressing the inefficiencies that drive up the cost of servicing renewals, ReFocus AI empowers independent agents to streamline their workflows and focus on what matters most—delivering exceptional client experiences.
With renewals accounting for up to 90% of an agency’s revenue, optimizing the process isn’t just a priority—it’s a necessity. ReFocus AI provides actionable insights that help agents prioritize renewals, eliminate wasted time on manual processes, and reduce the overall cost of servicing each policy. The platform ensures agents can achieve more with less, driving both operational efficiency and long-term profitability.
When every dollar and every moment counts, ReFocus AI enables agencies to deliver better outcomes—for their clients and their bottom line.
Key Features and Benefits
Cost Reduction in Policy Servicing: ReFocus AI minimizes the time and resources spent on each renewal by automating insights and streamlining workflows. Agencies can significantly lower the cost of servicing policies by reducing manual tasks and focusing on key renewal priorities, enabling them to do more with less.
Predictive Retention Insights: ReFocus AI seamlessly integrates with your agency management system to analyze renewal data, highlighting which accounts need immediate attention. By identifying at-risk policyholders up to six months before their renewal date, agents can proactively prioritize outreach and ensure a smoother retention process.
Efficient Renewal Operations: ReFocus AI streamlines the renewal workflow by reducing manual effort and enhancing focus on high-priority accounts. This operational efficiency translates into better resource utilization and more time to focus on building client relationships.
Personalized Renewal Strategies: With detailed insights, agents can tailor renewal conversations and actions to each client’s specific needs, ensuring a more personalized and effective approach that builds trust and loyalty.
Data-Driven Decision Making: The platform delivers actionable, easy-to-interpret analytics, enabling agents to optimize their retention efforts. By focusing on the accounts that matter most, agencies can reduce costs and improve retention outcomes.
Scalable Retention Processes: ReFocus AI creates consistency and scalability in renewal operations, ensuring agencies can handle more renewals with the same or fewer resources while maintaining a high standard of service.
Why ReFocus AI?
Retaining customers is not only vital for revenue but also for building long-term relationships and trust. However, without insights into which accounts are at risk, agents are often left reacting to cancellations instead of preventing them. ReFocus AI changes the game by providing predictive tools that help agents stay ahead of churn, ensuring they’re always one step ahead in delivering exceptional service and value.
About Catalyit Solution Providers
Catalyit’s Solution Providers are leading insurance technology companies that help independent agents harness the potential of technology to optimize their agency systems and processes, and deliver exceptional service to their customers. Find out more about Catalyit’s Premium Solution Providers.
