ReFocus AI

?? Auto-Requoting with ReFocus: Stop Guessing, Start Winning Renewals! ?? Renewal time shouldn’t mean wasted hours manually shopping policies or scrambling to find alternatives for at-risk accounts. With ReFocus AI, remarketing is now effortless. ?? Step 1: Identify At-Risk Accounts We highlight which policies need attention—no more sifting through X-date reports or manually sorting renewals. ? Step 2: Shop Policies at the Touch of a Button Select all or specific carriers you’re appointed with, and instantly send policies out for requoting—no manual entry, no wasted time. ? Step 3: Hard-Bindable Rates, No Extra Work Once quotes return, they’re ready to bind—seamlessly integrated into your AMS, so you can lock in coverage without leaving your workflow. ?? Less time remarketing. More policies renewed. Higher efficiency. ?? Want to see how ReFocus AI eliminates renewal chaos? Let’s talk. ??

?? Servicing a policy isn’t just a cost center—it’s an opportunity for transformation. In the race to grow revenue, many insurance agencies overlook one of the most obvious levers to improve profitability: policy servicing. Servicing is essential, but it’s also one of the most manual, time-consuming, and inconsistent workflows across the industry. Account managers dig through notes, track down data, and often treat every renewal the same—regardless of risk or retention probability. ?? Here’s the hard truth: You’re probably spending too much time (and money) servicing policies that were going to renew anyway. What if you could: ? Prioritize accounts that are actually at risk of churn ? Automate the busywork ? Cut down the hours spent per renewal ? Redirect that time into client conversations and growth? Agencies that rethink servicing aren’t just more efficient—they’re more scalable, more profitable, and more client-focused. ?? Want to future-proof your operations? Start where the cost is hiding. Curious to See How ReFocus AI is lowering servicing costs, drop us a message!

?? The Hidden Cost of Doing Things "The Way We've Always Done Them" For years, agencies have handled renewals the same way—reactively, manually sorting through accounts, remarketing too many policies, and waiting until the last minute to engage clients. But in an era where efficiency is everything, this approach is costing agencies more than they realize. ?? Operational Drag: Time wasted on manual renewal processes adds up—$135 per hour on average per policy renewal. ?? Over-Reliance on Remarketing: Shopping policies that don’t need it strains carrier relationships and burns unnecessary resources. ? Missed Opportunities: Every hour spent digging through account notes is an hour NOT spent strengthening client relationships or driving new business. The future of renewals isn’t about working harder. It’s about working smarter. ? AI-powered insights that tell you which accounts are actually at risk. ? Automated workflows that reduce the burden on your team. ? A retention-first approach that strengthens client loyalty and profitability. It’s time for agencies to shift from reactive to proactive. The question is—are you ready to lead the way? ??

?? ReMarketing, But Smarter: Work Renewals That Need It, Not the Ones That Don’t For many agencies, renewal season can feel like a guessing game. Which policies need attention? Which clients are at risk? Without clear insights, account managers either spend too much time on low-risk renewals or miss the ones that truly need intervention. ?? ReFocus AI eliminates the guesswork. ?? Here’s how we streamline the process: ?? Risk-Based Prioritization – Our AI flags policies most likely to cancel, so you focus on the right accounts. ?? Custom Automation – Set agency-wide rules to trigger remarketing only when needed—based on rate hikes, claims history, or engagement levels. ? Instant Carrier Submissions – Automatically send at-risk policies to be shopped with appointed carriers when intervention is required. ?? Less Manual Work, Higher Retention – Reduce time spent reviewing accounts while proactively engaging high-risk clients. Agencies lose an average of $135 per hour servicing policies manually—how much time (and money) could you be saving? Let’s rethink how renewals should be handled. ?? Drop a comment or DM to see ReFocus AI in action!

?? Say Goodbye to Manual Remarketing – Automate It with ReFocus AI! Renewals shouldn’t feel like a never-ending game of guesswork. With ReFocus AI’s Auto-Remarketing, your agency can automatically shop policies when they come up for renewal—without the manual grind. ?? How It Works: ? Identify At-Risk Accounts – Know instantly which policies need remarketing based on rate increases, engagement, and risk factors. ? Automate the Requoting Process – Policies flagged for remarketing are automatically shopped across your appointed carriers. ? Customizable Rules Engine – Set advanced rules tailored to your agency’s workflows—control which policies get remarketed, when, and how. ? Receive Bindable Rates – No more re-entering data or chasing down quotes—get hard bindable rates straight to your AMS or CRM. Why waste time manually tracking renewals when automation can save hours per week and boost retention? Let’s streamline your agency’s re-marketing today.

?? Happy St. Patrick’s Day from ReFocus AI! ?? While some are chasing pots of gold today, we’re in Charleston at the IIANC Agency Leaders Executive Retreat helping agencies turn retention into revenue! ?? At ReFocus AI, we know that luck isn’t a strategy when it comes to renewals. Our Auto-Requoting solution takes the guesswork out of retention, ensuring agencies prioritize at-risk accounts, streamline remarketing, and secure more renewals—all with a click. If you're at #IIANC's Executive Retreat, let's connect! We're here to talk about how automation can transform your renewal process and boost your bottom line.

?? Auto-Requoting with ReFocus AI: The Future of Smarter Renewals ?? How much time does your team waste manually re-marketing renewals? What if you only worked on the policies that actually need re-marketing—at the click of a button? With ReFocus AI’s Auto-Requoting, you can: ? Instantly identify at-risk accounts – Know which clients are likely to cancel and why. ? Automatically shop policies – Send them to all your appointed carriers with a single click. ? Receive bindable rates – Get back real quotes, ready to present to the client. ? Save time & boost retention – Reduce manual work while securing more renewals. Stop guessing. Stop wasting time. Let data drive your re-marketing decisions. Ready to make renewals effortless? Let’s talk. ??

?? Still Manually Re-Marketing renewals? You’re losing time AND money. What if you could instantly identify at-risk accounts and automatically shop them to all your appointed carriers—without lifting a finger? That’s exactly what ReFocus AI’s Auto-Requoting does. ?? Here’s what you’re missing out on: ? No more scrambling at renewal time ? Instant prioritization of accounts that actually need remarketing ? Bindable rates back—ready to lock in and renew ? Higher retention, lower manual workload, and more revenue ?? It’s time to stop treating every renewal the same. Swipe through our carousel to see how Auto-Requoting is transforming agencies → ??

?? Stop Guessing, Start Renewing Smarter with ReFocus AI ?? What if your team had real-time insights on every policy before renewal? No more digging through notes, no more blind remarketing—just data-driven decisions that save time and improve retention. ?? Cancellation Risk Identified Instantly – Know who is most at risk and why before renewal time. ?? Claims & Interaction History at a Glance – Spot disengaged clients before they shop elsewhere. ?? Auto-Requoting Made Simple – High-risk policies can be remarketed at the click of a button across all appointed carriers. ?? No more wasted time. No more unnecessary remarketing. Just smarter, faster servicing. This is what renewal efficiency looks like with ReFocus AI. ?? ?? How much time does your team spend manually servicing accounts? Let’s change that. Drop a comment or DM to see it in action! ??

?? Today’s the Day! ?? Join us TODAY at 2 PM EST for our exclusive Catalyit + ReFocus AI Webinar on Improving Servicing Operations Through Technology! ?? Tired of wasting hours manually reviewing renewals? ?? Want to know which accounts actually need remarketing? ?? Looking to scale your operations without adding headcount? We’re diving deep into how smart automation, AI-driven insights, and strategic workflows can transform your agency’s servicing operations—saving time, reducing costs, and increasing retention. Don’t miss out on this chance to level up your agency! ?? Register now or join us live at 2 PM EST! Link Below ??