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Streamline insurance servicing. ReFocus AI uses your AMS & CRM data to identify clients who need support, enabling proactive outreach.
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ReFocus AI provides software designed to help insurance organizations streamline servicing and retain more business. Its platform uses data from agency management systems and customer relationship management tools to identify clients who may need support, helping teams make proactive, targeted outreach. Integrations listed include AMS 360, HawkSoft, Applied Epic, EZLynx, QQCatalyst, AgencyZoom, and Salesforce.
For insurance agencies and managing general agents, ReFocus AI offers tools for retention analysis and renewal workflows. Features include retention scoring, identification of at-risk accounts, policy lifecycle scanning, renewal data modeling, and analysis of service calls and call sentiment. The platform can also highlight signals such as policy changes, rate increases, shopping behavior, and claims activity. These insights help agencies prioritize accounts, address concerns, and focus remarketing efforts where they may be most useful.
ReFocus AI also provides automated auto-requoting capabilities, with the aim of making the process faster and more scalable. By automating insights and reducing manual workload, the company helps insurance teams lower servicing costs while supporting stronger client relationships and renewals.
