Stop Repeating Yourself: How ReFocus Eliminates Redundant Quote Verification and Data Entry
VA teams or account managers using ReFocus can process 3 -4x more quotes daily.
16 hours ago
Automation
Turning Mono-Line Accounts into Multi-Line Wins with ReFocus
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.
15 days ago
Benchmarking is the "Secret Weapon" for Insurance Industry Growth Strategies
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
a month ago
The Hidden Cost of Last-Minute Renewals and What to Do About It
Last-minute renewals are quietly costing agencies more than they realize.
2 months ago
The Value of Proactive Communication in Client Retention for Insurance Agents & Brokers
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.
3 months ago
Stop the Spreadsheet Scramble: A Smarter Way to Manage Your Agencies' Renewals
Teams are often stuck working through outdated spreadsheets, manually tracking X-dates, logging into carrier portals one-by-one, and rushing to remarket accounts at the last minute.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
3 months ago
The Real Problem with Renewals Isn’t Complexity—It’s Volume
In the world of insurance, policy renewals are a vital revenue engine—often accounting for up to 90% of an agency’s book of business.
4 months ago
The Role of Automation in Enhancing the Insurance Customer Experience
The insurance industry has seen some of the fastest technology growth in the last five years, perhaps ever. This aligns with consumer expectations, as today's insurance customers expect fast, seamless, and personalized experiences comparable to those offered by e-commerce ts like Amazon and Google
5 months ago
Transforming Policy Servicing for Personal & Commercial Lines with ReFocus
Manual renewal processes cost agencies time and money. Discover how automation can streamline servicing and boost profitability.
5 months ago