ReFocus AI Reduce the Cost of Servicing Your Accounts and Retain More Business with ReFocus AI

What is ReFocus AI?

ReFocus AI is an artificial intelligence platform designed specifically for insurance agencies and Managing General Agents (MGAs) to enhance customer retention and minimize the expenses associated with servicing accounts. By integrating with various Agency Management Systems (AMS) and Customer Relationship Management (CRM) platforms like Applied EPIC, AMS360, Hawksoft, QQ Catalyst, EZlynx, and AgencyZoom, it provides seamless data analysis capabilities.

The tool leverages AI-powered analytics to monitor client interactions, policy changes, and engagement patterns throughout the policy lifecycle. It analyzes service call frequency and sentiment, employs a retention scoring model based on behavioral patterns, and proactively identifies accounts at risk of cancellation. This enables agencies to prioritize interventions, optimize renewal processes, reduce manual workloads, and ultimately improve both customer loyalty and operational efficiency.

Features

Service Calls/Call Sentiment Analysis: Assessing call frequency, tone, and client engagement to identify retention risks.
Policy Lifecycle Scanning: Continuously analyzing client interactions, coverage changes, and engagement patterns to detect early signs of churn.
Retention Scoring Model: Analyzing behavioral patterns, engagement, and policy changes to predict cancellations.
Proactive Identification of At-Risk Accounts: Pinpointing policies most likely to cancel based on behavioral and engagement trends.
Lowering Servicing Costs: Streamlining renewals by automating insights and prioritizing at-risk accounts.
Renewal Data Modeling: Analyzing behavioral patterns and policy changes for automated prioritization and actionable insights.
AMS & CRM Integrations: Connecting with systems including Applied EPIC, AMS360, Hawksoft, QQ Catalyst, EZlynx, and AgencyZoom.