How ReFocus AI Helps Independent Agents/Brokers: For insurance agents, policy renewals are the lifeblood of revenue, accounting for 90% of agency income. Yet, the cost of servicing these renewals is often underestimated, with agents spending countless hours manually sifting through accounts, prioritizing outreach, and addressing client needs. ReFocus AI transforms this process by reducing the cost of servicing every renewed client through automation and actionable insights.

By identifying which accounts are most at risk of leaving, ReFocus AI enables agencies to streamline their operations, prioritize their efforts, and have more meaningful conversations with clients. This not only improves retention but also lowers operational costs, creating a more efficient and scalable renewal process.

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