Jones Advisors selects ReFocus AI to Increase Retention

Insurance agency improves personal lines churn with AI-powered cancellation analytics

Jones Advisors is pleased to announce a new partnership with ReFocus AI. The two organizations will use machine learning to proactively review claims data, policy changes, and other factors to identify customer stressors that may suggest an increased need for advisor communication.

As insurance carriers are involving the agents less in claims resolution, agencies like Jones are looking for software solutions to examine claims data from carriers. ReFocus AI’s Converge platform offers a unique, turnkey solution that integrates with popular management systems such as Applied EPIC, AMS360, and Hawksoft. Jones Advisors will leverage the predictive power of their data to increase awareness of potential client issues and enable them to reach out proactively.

“Increasing retention and all the financial benefits are great, but at the end of the day, we chose ReFocus AI for the purpose of bringing to our attention any client that data might indicate has a reason to be dissatisfied,” says Wortham Boyle, Managing Partner. “Our goal is, and will always be, satisfied clients. The faster we can identify the issues that lead to dissatisfaction and address them, the better we will be as an agency in fulfilling that promise to our clients.”

“We are excited about working with Jones Advisors to improve retention,” says Colby Tunick, CEO at ReFocus AI. “Wortham and his team are thought leaders in our industry and passionate about service. We are honored to be selected by Jones Advisors and to add them to our growing list of independent agencies leveraging the Converge platform for unmatched analytics.”