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.
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
Last-minute renewals are quietly costing agencies more than they realize.
achieving the right balance between growth and retention is no small feat. The competing goals of expanding premium revenue and securing long-term clients often pull agents and brokers in different directions.
Client retention is the foundation of a successful insurance practice. One of the real differentiators for a successful client partnership lies in how you communicate with your clients.
Teams are often stuck working through outdated spreadsheets, manually tracking X-dates, logging into carrier portals one-by-one, and rushing to remarket accounts at the last minute.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
