Stop Repeating Yourself: How ReFocus Eliminates Redundant Quote Verification and Data Entry
VA teams or account managers using ReFocus can process 3 -4x more quotes daily.
12 days ago
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Benchmarking is the "Secret Weapon" for Insurance Industry Growth Strategies
We all know what benchmarking is, but how are you implementing it into your business strategy? Comparing operational and financial metrics against industry standards allows brokers and agencies to gain a roadmap to improve performance, close gaps, and seize growth opportunities
a month ago
The Hidden Cost of Last-Minute Renewals and What to Do About It
Last-minute renewals are quietly costing agencies more than they realize.
2 months ago
The Value of Proactive Communication in Client Retention for Insurance Agents & Brokers
Client retention is the foundation of a successful insurance practice. One of the real differentiators for a successful client partnership lies in how you communicate with your clients.
4 months ago
Why Commercial Lines Renewals Are Broken—and What Agencies Can Do About It
In personal lines, renewal challenges tend to center on scale. But in commercial lines, the issue isn’t just how many policies you manage—it’s how complex and fragmented the entire renewal process has become.
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.
5 months ago
The Role of Automation in Enhancing the Insurance Customer Experience
The insurance industry has seen some of the fastest technology growth in the last five years, perhaps ever. This aligns with consumer expectations, as today's insurance customers expect fast, seamless, and personalized experiences comparable to those offered by e-commerce ts like Amazon and Google
5 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
7 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.
7 months ago