The Hidden Cost of Last-Minute Renewals and What to Do About It
Last-minute renewals are quietly costing agencies more than they realize.
16 days ago
retention
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Teams are often stuck working through outdated spreadsheets, manually tracking X-dates, logging into carrier portals one-by-one, and rushing to remarket accounts at the last minute.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.
3 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
How ReFocus AI Lowers Your Cost of Servicing Accounts & Transforms Retention Operations
ReFocus AI streamlines renewals by prioritizing at-risk clients, automating tasks, and reducing servicing costs—boosting retention and profitability.
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?
6 months ago
Showcasing the Rise of AI in Property and Casualty Insurance
AI is transforming P&C insurance—boosting efficiency, reducing costs & predicting risk. Stay ahead or fall behind.
By
Max Smith
The Hidden Costs of Ignoring Retention in Your Insurance Agency
Retention isn't just a buzzword – it's the backbone of a profitable insurance agency.
By
Max Smith