Catalyit Premium Partner Since December 2024 | Last Updated December 2024
ReFocus AI is the best software for insurance companies because identifying customers who are most likely to leave helps you prioritize activity to those where there are additional value-added services to provide. AI-powered churn analytics leads to higher customer retention and critically, better customer experiences.
Features & Quick Stats
How ReFocus AI Helps Independent Agents/Brokers: For insurance agents, policy renewals account for 90% of revenue. However, there is no technology to help independent agents know which accounts are likely to leave so that they can be proactive with retention. Every 1% increase in retention drives 5% more revenue. ReFocus AI solves this challenge by enabling organizations to know which accounts are at risk so that they are able to have more productive customer conversations and engagements.
Integrations: One-way integrations – EZLynx, HawkSoft 5 | Two-way integrations – AMS360, QQCatalyst, Applied EPIC, HawkSoft 6, AgencyZoom, RocketReferrals/Client Circle, Jetfile
Partnerships: Vertafore Orange Partner, Applied Systems Partner
Certifications/Awards: Top San Diego Startup, Graduate of the Global Insurance Accelerator, Brokertech Ventures, and 101 Weston Labs
Videos:
Key Features:
- Streamlined Insurance Renewals
- Supercharge Revenue with Cross-sell and Upsell Opportunities
- Real-Time Retention Insights
Website: refocusai.com
Contact: [email protected]
Headquarters: San Diego, CA
Number of Employees: 7
Area of Operations: United States
Exclusive Catalyit Deal: Yes
ReFocus AI Videos
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