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.
Teams are often stuck working through outdated spreadsheets, manually tracking X-dates, logging into carrier portals one-by-one, and rushing to remarket accounts at the last minute.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
Auto Remarketing with ReFocus AI replaces manual work with automation, helping agencies save time, lower costs, and boost renewal outcomes.
Automate retention with ReFocus AI + AgencyZoom to cut servicing costs, prioritize at-risk accounts, and streamline renewals with smart workflows
Boost retention with proactive workflows! Prioritize at-risk accounts, automate engagement, and reduce manual work. Read the full guide now!
By
Max Smith
The Brokerage Insurance Group + ReFocus AI! Leveraging AI-powered cancellation analytics to enhance renewals & boost retention efficiency.
By
Max Smith
Renewals shouldn’t be a numbers game. ReFocus AI + AgencyZoom now automates renewals, flags at-risk accounts & boosts retention. Ready to streamline?
