ReFocus and AgencyZoom Integration: Transforming Renewals from Chaos to Clarity

The insurance industry is built on relationships, but renewals often become a numbers game—one that demands time, effort, and endless manual processes. That’s why we’re excited to announce our upgraded ReFocus AI + AgencyZoom integration, designed to take the heavy lifting off your team and turn your renewal process into a streamlined, strategic advantage.

🚀 What’s New? More Automation, Less Work, Better Results.

We’ve enhanced our AgencyZoom integration to ensure that your team spends less time managing renewals and more time strengthening client relationships. Here’s how:

✅ Automatic Deal Creation – No more manually tracking renewals. ReFocus AI now automatically creates renewal opportunities within AgencyZoom, ensuring that every client is accounted for and no policy slips through the cracks.

⚡ Intelligent Insights on At-Risk Accounts – Your team shouldn’t be guessing which policies need extra attention. Our predictive analytics flag at-risk accounts directly in AgencyZoom, so your agents know exactly where to focus their efforts.

📋 Task Automation for Renewals – Agents often struggle with prioritization when everything feels urgent. Our integration auto-generates tasks for agents, ensuring high-priority renewals are tackled first while automating the routine follow-ups.

What This Means for Your Agency

🔹 No More Spreadsheet Nightmares – Stop wasting hours manually tracking renewals. With automated deal creation, you never miss a renewal opportunity again.

🔹 Proactive vs. Reactive Retention – Instead of reacting when a client decides to leave, your team is alerted ahead of time, allowing them to engage, educate, and retain policyholders before they churn.

🔹 Consistent Workflows Across Teams – Whether it’s producers, CSRs, or managers, everyone follows a structured, repeatable process for renewals, improving efficiency and eliminating inconsistencies.

🔹 More Time for High-Value Conversations – By eliminating the busywork, agents can focus on what really matters: building relationships and driving revenue.

Why This Matters: The Cost of Manual Renewals is Too High

🔎 Agencies spend an average of 5+ hours per week per producer just tracking renewals manually—that’s valuable time that could be spent upselling, cross-selling, or engaging with high-priority clients.

💰 Every 1% increase in retention can drive a 5%+ increase in revenue—but without the right tools, agencies risk losing clients simply because they’re too bogged down in administrative work.

🛠️ Technology should work for you, not against you. With ReFocus AI’s smarter, automated approach to renewals, agencies gain a true retention engine that saves time, reduces workload, and drives more predictable revenue growth.

What’s Next?

Our mission is to simplify the renewal process so your agency can operate at peak efficiency. With this enhanced integration, we’re removing more friction from the renewal process—but we’re just getting started.

If you’re ready to see how automation + intelligence can transform your renewals, let’s talk. Drop a comment or reach out to book a demo!

#InsuranceTech #AgencyZoom #Retention #Automation #InsurTech