Stop Repeating Yourself: How ReFocus Eliminates Redundant Quote Verification and Data Entry

In the fast-paced world of personal lines insurance, time is your most valuable asset, and it's often wasted on tasks that add little value.

Whether you're using virtual assistant (VA) teams or in-house account managers, one of the most common and time-consuming frustrations in the servicing process is verifying quote data and entering the same information across multiple systems, your AMS, your rater, your carrier portals, just to get a handful of quotes back.

ReFocus was designed to eliminate this friction entirely.

The Current State: Manual, Repetitive, and Inefficient

For many insurance agencies, the renewal and remarketing process looks like this:

1. Pull the X-date report.
2. Manually review each account to determine if it needs to be remarketed.
3. Copy client information from the AMS into the rater.
4. Manually verify that all coverage and driver/vehicle details are accurate.
5. Repeat the entire process across each individual carrier portal.
6. Verify the quotes again once returned, because of potential discrepancies.

This is not only slow and error-prone, but it also leads to a huge operational bottleneck that limits your agency's ability to scale.

If you're using VA teams or outsourced help, their quote volume is typically limited to 8 - 12 policies per day, often because they spend a significant chunk of time re-verifying what's already been entered. Worse, they may lack access to high-quality data, increasing the risk of quoting inaccuracies or missing cross-sell opportunities.

How ReFocus Changes the Game

ReFocus removes redundant data entry and quote verification by:

• Pulling the most up-to-date information directly from your AMS.
• Retrieving documents directly from carrier portals, including dec pages and claims data, to ensure nothing is missed.
• Maintaining structured policy and coverage data, so servicing teams don't need to second-guess inputs.
• Auto-filling quote requests across multiple carriers in seconds—no more jumping between logins or rekeying information.
• Returning quotes along with an account summary, providing clear visibility into client history, changes, and notes—all in one place.

Because the data is current and consistent, your servicing team or your producers need not manually verify every quote.

The ROI Is Clear

Let's break down the tangible gains for your agency:

• More quotes per day: VA teams or account managers using ReFocus can process 3 -4x more quotes daily.
• Reduced servicing time: By automating redundant tasks, your team can focus on value-added interactions like client outreach or cross-selling.
• Higher quote accuracy: Fewer mistakes mean fewer re-quotes and a better client experience.
• Producer confidence: Your sales team can trust the quotes they're reviewing, instead of having to double-check every field.
• Servicing Scalability: With the same staff count, you can now service more of your current customer base and add new customers. Empower staff to get more done in less time, ultimately reducing the cost to service your policies.

Real Opportunity: Cross-Selling and Retention

Servicing efficiency doesn't just reduce costs—it also opens the door to growth. With more accounts touched, more accurate data, and faster turnaround, you can:

• Identify unrounded accounts and proactively quote home, auto, or umbrella policies.
• Surface at-risk clients before they leave, giving you time to re-engage.
• Boost retention rates by showing up with options before renewal surprises hit your clients.

What To Do Next

If you're still manually verifying every quote and copying data from one system to another, you're spending too much time doing work that ReFocus can do better, faster, and more accurately.

Your team's time should be spent building relationships and growing revenue, not tabbing between systems or stuck in a spreadsheet.

Let ReFocus take care of the repetitive work so your team can focus on what matters most.