ReFocus AI is developing cutting-edge technology to power the next-generation of sales professionals.
Improve insurance agency client retention with a tech-powered renewal process. Automate tasks, personalize communication and offer self-service options to streamline renewals and boost customer satisfaction.
Learn how to contact clients during policy periods to boost retention & prevent churn. Discover the best outreach frequency & communication methods for insurance agents.
Boost your insurance agency's retention like a winning baseball team! Learn 3 ways to measure "real retention" and strategies to keep clients happy and loyal.
This article guides new and growing insurance agents on identifying and developing a niche within their existing clientele. It explores strategies like analyzing current client trends, exploring developing industries, and leveraging unique market access.
Discover how selecting the right technology stack can help your insurance agency succeed. Learn how to choose the best software and systems for your specific needs.
Boosting Agency Success: How New Producers Drive Growth & Retention
Boost revenue with existing clients! Cross-sell, upsell, & improve retention with proven strategies - no new leads needed.
Your procurement process can actually be a competitive advantage. When done well, your organization adopts the right technology faster, implements it better, and drives a return on investment sooner.
Capstone Underwriters reduces customer cancellations and submission throughput with new ReFocus AI partnership.
