A Better Approach to the Excess & Surplus Renewal Process
Streamline your excess & surplus renewals with expert tips and strategies. Overcome market challenges and improve efficiency.
6 months ago
technology
ReFocus AI is developing cutting-edge technology to power the next-generation of sales professionals.
When “We’ve Always Done It This Way” Isn’t Working: An Interview with Chris Cline
Discover how Chris Cline challenges the "We've always done it this way" mindset in insurance, emphasizing innovation, change, and growth.
7 months ago
Can Technology Impact Your Agency’s Value?
Is agency tech worth the investment? Learn how the right technology can boost your insurance agency's value and improve customer experience.
7 months ago
Will Artificial Intelligence “Replace” the Independent Agent?
Independent Agent & AI: Friend or Foe? AI won't replace agents, but those who use it will thrive. Learn how AI can streamline tasks & boost client service.
8 months ago
Optimizing Your Advantage: What Should Your Insurance Agency's Tech Spend Be?
Confused about your insurance agency's tech budget? Learn how to invest strategically, measure ROI & leverage AI for growth. Click to unlock your agency's potential.
8 months ago
Making Tech Pay: Measuring ROI on Your Insurance Agency's Tech Stack
Measure true ROI on your insurance agency's tech stack. Learn how to set SMART goals, choose KPIs & track results for a data-driven approach to technology investment.
10 months ago
Making Your Agency’s Data Work for You
Leverage client data to grow your insurance agency. Segment clients for targeted marketing, identify cross-selling opportunities, and predict renewal cancellations.
a year ago
Streamline and Delight: Developing a Tech-Powered Renewal Process for Your Insurance Agency
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.
a year ago
The Policy Period: When Should You Reach Out?
Learn how to contact clients during policy periods to boost retention & prevent churn. Discover the best outreach frequency & communication methods for insurance agents.
a year ago