Improving Retention Operations Through Technology

The Rundown

Max Smith from ReFocus AI and agency owner Alex Dopazo discuss how technology is transforming retention operations in the insurance industry by streamlining workflows and improving customer service.

The Context

• CRM systems automate client communication, reducing manual work and improving engagement.
• Online forms and digital tools simplify data collection, making processes more efficient.
• AI helps identify at-risk accounts, allowing agencies to take proactive steps to retain clients.
• Alex shares firsthand insights on integrating technology to enhance efficiency and customer satisfaction.

Why it Matters

Retention is the lifeblood of any insurance agency, and technology is proving to be a game-changer. By automating communication, optimizing renewals, and reducing service costs, agencies can improve client relationships and boost profitability—all while working smarter, not harder.

Watch now to see how ReFocus AI can work for you!