Catalyit Premium Partner Since December 2024 | Last Updated February 2025

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

Key Features

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

How Converge Retention 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

Converge Retention Videos

5 AI Opportunities for Retail Insurance Agencies in 2025
AI

5 AI Opportunities for Retail Insurance Agencies in 2025

Office Space Day: Peter Gibbons’ Journey to 2025
damaged vintage electronics

Office Space Day: Peter Gibbons’ Journey to 2025

Office Space Day: Bill Lumbergh’s Journey to 2025
damaged vintage electronics

Office Space Day: Bill Lumbergh’s Journey to 2025