The Hidden Cost of Last-Minute Renewals and What to Do About It
Last-minute renewals are quietly costing agencies more than they realize.
13 days ago
retention management insurance
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.
a month 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Teams are often stuck working through outdated spreadsheets, manually tracking X-dates, logging into carrier portals one-by-one, and rushing to remarket accounts at the last minute.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
2 months ago
Auto Remarketing with ReFocus: Transforming the Renewal Process for Modern Insurance Agencies
Auto Remarketing with ReFocus AI replaces manual work with automation, helping agencies save time, lower costs, and boost renewal outcomes.
4 months ago
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
Building Proactive Retention Workflows: A Guide for Agencies
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 selects ReFocus AI to Increase Renewal Efficiency.
The Brokerage Insurance Group + ReFocus AI! Leveraging AI-powered cancellation analytics to enhance renewals & boost retention efficiency.
By
Max Smith
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