The Hidden Cost of Last-Minute Renewals and What to Do About It
Last-minute renewals are quietly costing agencies more than they realize.
Last-minute renewals are quietly costing agencies more than they realize.
Teams are often stuck working through outdated spreadsheets, manually tracking X-dates, logging into carrier portals one-by-one, and rushing to remarket accounts at the last minute.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.
Automate retention with ReFocus AI + AgencyZoom to cut servicing costs, prioritize at-risk accounts, and streamline renewals with smart workflows
ReFocus AI streamlines renewals by prioritizing at-risk clients, automating tasks, and reducing servicing costs—boosting retention and profitability.
Renewals shouldn’t be a numbers game. ReFocus AI + AgencyZoom now automates renewals, flags at-risk accounts & boosts retention. Ready to streamline?
AI is transforming P&C insurance—boosting efficiency, reducing costs & predicting risk. Stay ahead or fall behind.
Retention isn't just a buzzword – it's the backbone of a profitable insurance agency.