In today’s competitive insurance environment, policy servicing isn’t just a back-office task—it’s one of the most important factors shaping your agency’s efficiency, profitability, and client satisfaction.
And yet, many agencies—regardless of size—are still handling policy servicing through spreadsheets, outdated reports, and manual follow-up processes that cost valuable time and drain resources.
That’s where ReFocus AI comes in.
Whether you're managing personal lines with high volumes or commercial accounts with high stakes, ReFocus AI empowers agencies to streamline servicing, prioritize renewals, and, ultimately, grow smarter.
The Policy Servicing Challenge
Servicing policies—especially at renewal—has become more complex and time-consuming for independent agencies. Between compliance requirements, client expectations, and the burden of remarketing or re-quoting, servicing has quietly become one of the most expensive workflows within the agency.
And most of that time? It's spent on:
- Sorting through X-date reports
- Digging through AMS notes
- Reviewing endorsement changes
- Chasing missing documents
- Deciding which accounts to prioritize
This is a universal problem, whether you're dealing with high-volume personal lines or complex commercial accounts.
ReFocus AI: Redefining Servicing Efficiency
ReFocus AI transforms your policy servicing process by replacing outdated manual workflows with intelligent, automated systems that do the heavy lifting for you.
Let’s break down how ReFocus AI supports both personal and commercial lines:
1. Account Insights at a Glance
For every account approaching renewal—personal or commercial—ReFocus generates an Account Summary.
✅ Cancellation risk level
✅ Cancellation reason (rate hike, engagement drop, etc.)
✅ Confidence score
✅ Relevant changes or endorsements
✅ Client engagement data
✅ Task suggestions for next steps
This saves teams hours of research per week and ensures no account is missed due to oversight.
2. Servicing Automation That Works for You
Instead of assigning manual tasks, ReFocus plugs directly into your AMS (like Applied Epic, AMS360) or CRM to:
- Automatically create tasks for follow-up
- Highlight specific servicing actions needed
- Organize servicing priorities by risk and revenue
- Launch email workflows, call reminders, and cross-sell prompts
This is especially helpful for commercial lines where more complex coverage reviews are needed—and where missing a detail can mean losing a high-value client.
3. Streamlining Requoting & Carrier Interactions
ReFocus AI can detect rate increases, policy changes, and renewal signals—and automatically trigger the remarketing process, sending data to your appointed carriers (if you choose to shop it).
✅ Custom rules by policy type or threshold
✅ Auto-submission to carriers
✅ Bindable rates returned
✅ No re-keying of data
This allows your account managers to move from “order takers” to “advisors,” focusing their time on conversations that add value.
4. Reducing the Burden on Producers and Account Managers
The platform helps producers by:
- Flagging high-value accounts at risk before it’s too late
- Automating cross-sell and upsell follow-up
- Giving visibility into account health without digging through systems
For account managers, this means less administrative overload and more time to serve clients thoughtfully and thoroughly.
Real-World Impact: A Smarter Servicing Strategy
Agencies that implement ReFocus AI see measurable improvements:
- ⏱ Up to 70% time savings on policy review and preparation
- 📈 Increased retention by 2–4% in the first year alone
- 📉 Fewer accounts need to be remarketed
- 💰 Reduction in internal servicing costs and overtime
- 🤝 More time spent on strategic client engagement, not just chasing down info
Whether your agency specializes in home, auto, life, or complex commercial property and liability, ReFocus gives your team the tools to win on service—not just price.
Servicing Is the New Sales
Your agency’s reputation is built not on the first sale but on how well you show up for the second, third, and tenth renewal.
ReFocus AI is here to make that easier—by providing clarity, automation, and intelligent prioritization for every account you manage.
If you're ready to scale smarter, serve faster, and retain more clients, ReFocus AI can help transform how you service both personal and commercial lines—one policy at a time.
🔍 Want to see how it works? Book a demo or reach out today.
