In the insurance world, renewals aren’t just about retaining a customer—they’re a reflection of your agency’s operational efficiency, value delivery, and growth potential. Yet, far too often, renewal season becomes a fire drill. Producers scramble to identify policies that need to be shopped. Account managers jump from portal to portal to manually re-enter client data. And leadership struggles to strike the balance between saving time and keeping clients.
Enter Auto Remarketing from ReFocus AI—an intelligent, customizable system that automates the remarketing process on your terms.
This isn’t just a convenience feature. It's a transformation of how modern agencies approach retention and efficiency.
The Problem: Manual Remarketing Is Broken
Let’s be honest: the traditional remarketing process is outdated and expensive.
Most agencies rely on team members to manually track policy increases, interpret vague renewal triggers, and then re-enter data across multiple carrier portals. It’s labor-intensive, error-prone, and far too slow.
In fact, recent industry data shows it costs agencies an average of $135 per hour to service a renewal manually. Multiply that by hundreds or thousands of policies, and you're looking at tens of thousands in lost productivity and unnecessary overhead.
What’s worse? Many agencies default to shopping every renewal or none at all—because they lack the data and tools to do it selectively.
The Solution: Auto Remarketing with ReFocus
ReFocus AI eliminates the manual burden and replaces it with a smart, automated process that works in the background to surface the best opportunities—when you need them most.
Here’s how it works:
1. Custom Rules Engine
Every agency is different. With ReFocus, you define the triggers that matter to your business—such as premium increases over 10%, policy type, client tenure, or claims history.
Once a policy hits your threshold, the remarketing workflow is automatically triggered.
2. Automatic Submissions to Appointed Carriers
No more logging into half a dozen carrier portals. ReFocus AI automatically sends submissions to the carriers you’re appointed with, following your preferred quoting methods. You choose whether to remarket to all carriers or a select few.
3. Get Back Bindable Rates
Unlike many “quote previews” in the market, ReFocus Auto Remarketing delivers bindable rates. These quotes can be sent directly to the client and, with your approval, bound from the same interface—speeding up time to close and improving client experience.
4. Seamless AMS/CRM Integration
The entire process ties into your agency’s existing AMS or CRM, so you maintain full visibility into every remarketed policy without having to re-key a single piece of data.
Real Benefits for Real Agencies
The Auto Remarketing feature isn’t just convenient—it delivers tangible business impact.
✅ Lower Cost to Service Policies
Agencies that adopt ReFocus AI reduce time spent on remarketing by up to 70%, allowing teams to focus on high-impact activities rather than repetitive tasks.
✅ Better Retention with Less Effort
By automatically identifying which renewals require a second look, you deliver better pricing options to clients before they ask—building trust and loyalty without sacrificing margin.
✅ Smarter Resource Allocation
Instead of treating all renewals equally, your team focuses on those that matter. The result? Happier clients and more efficient teams.
Best Practices to Get the Most Out of Auto Remarketing
Implementing Auto Remarketing at your agency? Here’s how to maximize its value:
- Define Your Thresholds Clearly: Don’t default to “everything.” Set clear rules for when a policy should be shopped—based on your profitability goals and customer value.
- Train Your Team on Outcomes: Automation is powerful, but it’s your team’s follow-through that ensures success. Make sure they understand how to close remarketed quotes efficiently.
- Communicate with Clients: Let clients know you’re proactively reviewing their renewal options—even if you don’t always switch carriers. It reinforces your value and builds retention.
- Measure & Iterate: Track how many policies are remarketed, how many are bound, and how long it takes. Use this data to refine your workflows over time.
The Future of Insurance Retention
ReFocus AI’s Auto Remarketing isn’t just about speed—it’s about strategy. It gives your agency the ability to adapt in real-time, respond to market pressures, and deliver a personalized, high-value renewal experience without burning out your team.
Manual remarketing is outdated. ReFocus is the upgrade your agency didn’t know it needed—until now.
