How Leadership Alignment Boosts Client Retention
A unified vision translates into clear direction, a strong culture, and consistent service.
a month ago
technology
ReFocus AI is developing cutting-edge technology to power the next-generation of sales professionals.
Turning Mono-Line Accounts into Multi-Line Wins with ReFocus
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.
2 months 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Teams are often stuck working through outdated spreadsheets, manually tracking X-dates, logging into carrier portals one-by-one, and rushing to remarket accounts at the last minute.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
5 months ago
The Real Problem with Renewals Isn’t Complexity—It’s Volume
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.
6 months ago
The Role of Digital Innovation in Reshaping the Insurance Industry
The insurance industry is undergoing a profound transformation fueled by the rapid adoption of new digital technologies.
7 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
8 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.
8 months ago
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
future
public
Forward-Thinking Growth Strategies for Insurance Agencies
Plan strategically, set measurable goals, build culture, foster leaders, and adapt boldly to grow your insurance agency sustainably.
By
Colby Tunick