For most independent insurance agencies, renewals are a constant balancing act—between time, team bandwidth, and client expectations. Teams are often stuck working through outdated spreadsheets, manually tracking X-dates, logging into carrier portals one-by-one, and rushing to remarket accounts at the last minute. The result? Missed opportunities, lost revenue, and team burnout.
At ReFocus, we believe it’s time for something better.
The Problem with the Traditional Approach
In a hard market, renewal activity is more critical than ever. Yet many agencies rely on fragmented processes that make it nearly impossible to be proactive:
- Renewal data scattered across spreadsheets and AMS reports
- Last-minute policy reviews leave little room for strategic action
- Manual remarketing tasks that waste hours of the producer and CSR time
- Disjointed quoting processes that slow down delivery and responsiveness
When your team is buried in tasks, there’s little room to build relationships or get ahead of client needs.
Enter ReFocus: Remarketing Made Modern
ReFocus is built to give agencies a centralized, automated way to manage renewals, with the tools to not only keep up but also lead.
Here's how it works:
🧠 One Dashboard, Full Visibility
ReFocus pulls in your renewal data and gives your team a clean, organized dashboard that shows every upcoming renewal in one place. Filter, prioritize, and take action—without toggling across tools.
🖱️ Select, Send, and Quote—All in One
When it’s time to remarket, select the policies you want and send them to market with one click. Our system connects directly to participating carriers and returns quotes in real time.
📄 Close with Confidence
With our built-in Quote Builder, your team can generate polished, client-ready proposals in minutes, cutting out hours of busywork and elevating your client experience.
The Results Speak for Themselves
Agencies using ReFocus are already seeing:
- Up to 3–5 hours saved per week per team member
- Improved retention rates by getting ahead of client needs
- Fewer missed opportunities and faster response times
- More time spent on relationship-building and sales, not spreadsheets
