ReFocus by ReFocus AI

• Automated Renewal Workflows, Remarketing Automation and Quoting

• Proactive Retention Monitoring and At-Risk Account Identification

• AMS and CRM Workflow Sync

• Cross-Sell and Upsell Opportunity Flagging

• Quote & Proposal Generation

• Servicing Workflow Automation

• Staff Productivity and Workload Reduction

Insurance agency executives choose ReFocus AI to help their teams reduce manual servicing work, improve retention, and scale more efficiently. Agency partners rely on the ReFocus platform to automate high-volume workflows across renewals, remarketing, quoting, servicing, and account monitoring.

By helping agencies identify at-risk accounts, collect quotes from carrier portals, support follow-up actions, and sync results back into the AMS or CRM systems their teams already use, ReFocus gives staff more time to strengthen client relationships and deliver greater value. Because ReFocus works across existing agency systems and carrier websites, agencies can improve operational efficiency without depending on carrier APIs or replacing core systems.

ReFocus helps independent agencies turn customer, policy, carrier, and workflow data into action—so teams can spend less time on manual processing and more time advising clients, protecting revenue, and growing the book of business.

Account Monitoring

• Proactive Retention Monitoring: Identifies accounts at risk before renewal so teams can act earlier.

• At-Risk & Opportunity Flagging: Surfaces retention risks, cross-sell opportunities, and accounts that need attention.

• Account Prioritization: Helps agencies focus staff time on the accounts most likely to need action.

• AMS & CRM Insights: Uses customer, policy, and workflow data from the systems teams already use.

Automated Remarketing and Quoting

• Automated Renewal Workflows: Reduces manual servicing work by centralizing renewal activity and next steps.

• Remarketing Automation: Helps agencies decide which accounts need to be reshopped and supports the workflow from start to finish.

• Browser-Based Carrier Quoting: Collects quotes from carrier portals without requiring carrier APIs.

• Centralized Renewal & Remarketing Activity: Gives teams one place to manage high-volume renewal, quoting, and follow-up work.

• Proposal & Follow-Up Support: Helps teams turn quote results into client-ready next steps.

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ReFocus uses AI to help agencies focus on the highest impact renewal activities and complete the most time intensive tasks, such as quote and proposal generation.

For Account Monitoring, ReFocus reviews historical customer and policy information to help identify current accounts that may be at risk, need attention, or present an opportunity for cross-sell or upsell. This gives agency teams a clearer view of where proactive outreach can make the biggest impact.

For Automated Remarketing, ReFocus reduces the manual work involved in renewal and quoting workflows. The platform supports direct web-based quoting with 60+ markets (additional carriers added frequently), organizing results, preparing next steps, and helping staff move faster while still keeping the agency in control.

• Important company certifications: ReFocus AI is currently working toward SOC 2 certification as part of our ongoing commitment to security, data protection, and operational reliability.

• Relevant industry awards or distinctions: ReFocus AI has been recognized by leading insurance technology organizations, including Catalyit, the Big “I” Agents Council for Technology (ACT), 101 Weston Labs, BrokerTech Ventures, and the Global Insurance Accelerator. ReFocus was also selected for the FIRE Accelerator, presented by Erie Insurance and ValueMomentum, reflecting strong industry support for its work modernizing agency operations. The company is backed by notable insurance-focused investors and operators committed to improving retention, servicing, and distribution for independent agencies.

Catalyit subscribers can take advantage of preferred pricing. Please contact ReFocus or sign up for an account at app.refocusai.com to get started today!