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.
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.
Teams are often stuck working through outdated spreadsheets, manually tracking X-dates, logging into carrier portals one-by-one, and rushing to remarket accounts at the last minute.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 the world of insurance, policy renewals are a vital revenue engine—often accounting for up to 90% of an agency’s book of business.
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
Manual renewal processes cost agencies time and money. Discover how automation can streamline servicing and boost profitability.
Auto Remarketing with ReFocus AI replaces manual work with automation, helping agencies save time, lower costs, and boost renewal outcomes.
