Patriotic Insurance Group Selects ReFocus AI to Increase Retention

Insurance agency improves retention with AI-powered cancellation analytics

25 days ago   •   1 min read

By The ReFocus Team
ReFocus AI expands its partnerships with leading insurance agencies, brokerages, and MGAs.

Insurance agency improves personal lines churn with AI-powered cancellation analytics

Patriotic Insurance Group is pleased to announce a new partnership with ReFocus AI. The two organizations will use machine learning to proactively review upcoming renewals and identify customers who need additional support.

As insurance agencies enhance how they service customers, Patriotic is looking to evolve its client communication strategy. ReFocus AI’s Converge platform offers a unique, turnkey solution that integrates with popular management systems such as Hawksoft and AgencyZoom. Patriotic will leverage the predictive power of its data to increase awareness of potential client issues and enable it to reach out proactively.

“We want every customer to feel like they are our number one priority. This platform will help us sift through the data and determine which of our customers may benefit from proactive assistance or service on their policies,” says Rob Bowen, CEO. ReFocus AI will enable our team to provide more targeted service to our clients in a scalable way. It’s a win for us, as well as for our customers.”

“We are excited about working with Patriotic Insurance Group to improve retention,” says Colby Tunick, CEO at ReFocus AI. “Rob and his team are exceptional agents, and we are excited to help them evolve their renewal strategy. We are honored to be selected by Patriotic and to add them to our growing list of independent agencies leveraging the Converge platform for unmatched analytics.”

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Read the full press release here.

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