The New Client Experience: 10 Ways Tech is Reshaping Insurance Interactions
The insurance industry is undergoing a fundamental shift.
a month ago
claims
An insurance claim is a formal request by a policyholder to an insurance company for coverage or compensation for a covered loss or policy event. The insurance company validates the claim and, once approved, issues payment to the insured or an approved interested party on behalf of the insured.
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.
3 months 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
4 months ago
Balancing Growth and Retention for Insurance Agencies and Brokers
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.
6 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Teams are often stuck working through outdated spreadsheets, manually tracking X-dates, logging into carrier portals one-by-one, and rushing to remarket accounts at the last minute.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
6 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.
7 months ago
3 Ways Automation Improves Your Renewal Outcomes
Insurance agencies operate in a fast-paced environment. Yet, many agencies still rely on outdated, manual processes that slow them down, drain resources, and lead to lost revenue.
8 months ago
How ReFocus AI Lowers Your Cost of Servicing Accounts & Transforms Retention Operations
ReFocus AI streamlines renewals by prioritizing at-risk clients, automating tasks, and reducing servicing costs—boosting retention and profitability.
10 months ago
Reconsidering Risk
Six months ago, we made predictions about major trends shaping the insurance market in 2021. Now, we are revisiting them to see what came true.
By
Elisha Cheng