The latest sales and insurance news, industry updates, and insider knowledge by ReFocus AI.
The secret to a thriving agency isn’t just acquisition; it’s retention. Specifically, it’s building a "culture of retention" where keeping your best people is directly tied to keeping your best clients.
A successful remarketing process is more than a checklist; it's a cultural shift. It requires moving from a transactional mindset to one centered on advisory and partnership.
The insurance industry is undergoing a fundamental shift, moving from a transaction-based model to one centered on continuous client engagement.
The end of the year is more than a busy season for renewals and quoting. It’s the single best moment for agencies to deepen trust, strengthen retention, and show clients they’re more than just a policy number. True appreciation doesn’t require big budgets — it requires intentionality.
The insurance industry is undergoing a fundamental shift.
A unified vision translates into clear direction, a strong culture, and consistent service.
VA teams or account managers using ReFocus can process 3 -4x more quotes daily.
Each mono-line account is a warm lead for cross-selling additional coverage — home, umbrella, life, commercial, you name it. The challenge? Finding and acting on those opportunities at scale.
We all know what benchmarking is, but how are you implementing it into your business strategy? Comparing operational and financial metrics against industry standards allows brokers and agencies to gain a roadmap to improve performance, close gaps, and seize growth opportunities
