ReFocus AI by ReFocus AI

Converge Retention

• Streamlined Insurance Renewals
• Supercharge Revenue with Cross-sell and Upsell Opportunities
• Real-Time Retention Insights

Intelliagent for Quoting and Remarketing

• Automated Quoting Across All Carriers (No APIs Needed): ReFocus uses browser-native AI agents to log into carrier portals like a human, pulling real-time quotes—even from niche and E&S carriers—without needing API access or workflow changes.
• High-Risk & Opportunity Flagging: The platform identifies which accounts are at risk of churn or eligible for upsell, prioritizing where agents should focus their attention and helping grow premium per account.
• End-to-End Workflow Automation: From pulling quotes to generating proposals, sending client communications, and logging activity in the AMS, ReFocus handles the full remarketing cycle—cutting hours of manual work down to minutes.

Converge Retention

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.

Intelliagent for Quoting and Remarketing

ReFocus AI helps independent agents remarket accounts in minutes, not hours. The platform automatically flags renewal opportunities, identifies at-risk or upsell-ready accounts, and pulls real-time quotes from all carrier portals—no APIs or manual logins required. Agents get a prioritized queue each morning, ready for review and action.

Once reviewed, ReFocus handles proposal creation, sends client emails, and updates the AMS—completing the full remarketing cycle with minimal effort. Agents save time, retain more clients, and grow premium without adding headcount.

One-way integrations: EZLynx, HawkSoft 5

Two-way integrations: AMS360, QQCatalyst, Applied EPIC, HawkSoft 6, AgencyZoom, RocketReferrals/Client Circle, Jetfile