Fintech as a category of new startups is booming. It's telling though that few new enterprises advertise themselves as Fintech. Instead, new startups have begun to categorize themselves based on their specialization.
The insurance industry is undergoing a fundamental shift, moving from a transaction-based model to one centered on continuous client engagement.
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.
A unified vision translates into clear direction, a strong culture, and consistent service.
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
Teams are often stuck working through outdated spreadsheets, manually tracking X-dates, logging into carrier portals one-by-one, and rushing to remarket accounts at the last minute.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
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.
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.
Auto Remarketing with ReFocus AI replaces manual work with automation, helping agencies save time, lower costs, and boost renewal outcomes.
