The Hidden Cost of Last-Minute Renewals and What to Do About It
Last-minute renewals are quietly costing agencies more than they realize.
6 days ago
crm
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Teams are often stuck working through outdated spreadsheets, manually tracking X-dates, logging into carrier portals one-by-one, and rushing to remarket accounts at the last minute.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
2 months ago
Why Commercial Lines Renewals Are Broken—and What Agencies Can Do About It
In personal lines, renewal challenges tend to center on scale. But in commercial lines, the issue isn’t just how many policies you manage—it’s how complex and fragmented the entire renewal process has become.
2 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
3 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 Yet, many agencies still rely on outdated, manual processes that slow them down, drain resources, and lead to lost revenue.
4 months ago
Featured
public
agency automation
The Future of Insurance Client Retention in a Data-Driven World
Client retention has always been a critical success factor for insurance agencies, brokers, and the industry.
By
Colby Tunick
Reducing the Cost of Servicing a Policy with ReFocus AI + AgencyZoom Integration
Automate retention with ReFocus AI + AgencyZoom to cut servicing costs, prioritize at-risk accounts, and streamline renewals with smart workflows
5 months ago
How ReFocus AI Transforms Renewal Efficiency: A Deep Dive into Smarter Retention Strategies
Stop wasting time on manual renewals! ReFocus AI automates retention, prioritizes at-risk accounts & boosts efficiency.
5 months ago
ReFocus AI’s Enhanced AgencyZoom Integration: Transforming Renewals from Chaos to Clarity
Renewals shouldn’t be a numbers game. ReFocus AI + AgencyZoom now automates renewals, flags at-risk accounts & boosts retention. Ready to streamline?
5 months ago