ReFocus AI

Innovation is one of our three core values, so this award hits home! We're so proud of our team for doing the hard things necessary to be innovative.

We're so proud of our entire team for being recognized this year with the Innovation Excellence Award, which honors individuals and organizations helping to move the insurance and insurtech space forward in meaningful ways. Colby Royal Tunick, PMP, will be in Hartford next week to receive it. We cannot wait to see friends and familiar faces!

🚨 How One Agency Cut Their Renewal Workload by 83% — Without Hiring Anyone New This is what happens when account monitoring + intelligent remarketing work the way they should. Most agencies tell us the same thing: “Renewals are taking over our entire servicing department.” But one agency completely rebuilt their renewal process using ReFocus AI — and the results were transformative. Here’s what changed 👇 1. They stopped reviewing every renewal account. Instead of combing through thousands of policies manually, they used ReFocus to instantly surface: ✅Accounts with 30%+ premium increases ✅Accounts flagged as at-risk for cancellation ✅Accounts with cross-sell opportunity signals These lists now dictate exactly where their team focuses. 2. They went from 6 people doing renewal prep… to 1. Before ReFocus AI: 🔹 A team of six manually reviewed every single renewal 🔹 Hours lost checking data, verifying coverage, and deciding what to remarket After ReFocus AI: 🔹 One renewal specialist handles the entire triage workflow 🔹 They work only the right accounts — the ones that impact retention and revenue That’s an 83% reduction in labor tied to renewals. 3. Their flagged accounts respond faster — and convert more. The accounts surfaced by ReFocus consistently: ✅Respond quickly ✅Engage in renewal conversations ✅Open the door for cross-sell opportunities It’s no longer guesswork — it’s proactive, data-driven retention. 4. They eliminated renewal busywork — and grew revenue doing it. By focusing only on high-impact accounts, the agency now: ✅Saves hours every week ✅Reduces servicing overhead ✅Converts more cross-sell opportunities ✅Moves through renewals faster and more consistently ReFocus AI didn’t replace their team — it multiplied their capacity. If you’re still reviewing every account manually at renewal, you're losing time you’ll never get back. We help agencies prioritize the accounts that matter and eliminate the noise. Curious what this transformation would look like for your agency?

You’re still spending hours in carrier portals? Let’s talk about what that’s really costing you. Every time your team manually rekeys data or chases missing info for a quote, you lose time that could be spent servicing clients or closing renewals. With ReFocus AI, agencies can: ✅ Identify accounts at risk for cancellation — before renewal ✅ Automate the remarketing process without logging into multiple carrier portals ✅ Get back bindable quotes in minutes, not hours Most agencies don’t realize the impact until they see it: 💰15+ hours saved per week per CSR 💰More remarkets completed with fewer team members 💰Higher retention through proactive outreach If your team is still doing manual remarketing, you’re competing at a disadvantage. It’s time to make servicing your advantage.

Stop wasting time on manual remarketing. Your team wasn’t hired to spend hours logging into carrier portals and retyping data you already have. With ReFocus AI, you can: ✅ Identify accounts that actually need remarketing ✅ Automatically pull quotes from your carriers ✅ Review and compare - all in one platform Spend less time managing renewals. Spend more time growing your book.

⏳ How much time do you lose bouncing between carrier portals? If you’re like most agencies, your team spends hours every week logging into carrier portals, just to fill in the gaps your rater left behind or to run the same quote three different ways. That’s time that could be spent building relationships, cross-selling, or simply getting home on time. Here’s the truth: Every manual data re-entry adds risk. Risk of error, risk of incomplete quotes, and risk of burning out your servicing team. With ReFocus AI, you can: ✅ Run full remarkets without hopping between portals ✅ Automatically fill in missing information from trusted data sources ✅ Get bindable quotes back faster, without manual back-and-forth Because in today’s market, speed isn’t optional. Accuracy and automation aren’t luxuries - they’re your competitive edge! So the question isn’t whether you have time to automate…It’s how much time you’re already wasting without it.

The Future of Insurance Isn’t About Doing More - It’s About Doing It Smarter Producers, Account Managers and CSR's aren’t short on effort, they’re short on time. Every quote, remarket, and renewal eats up precious minutes that could be spent growing the book or strengthening client relationships!!! At ReFocus AI, we believe the next competitive advantage in insurance isn’t speed, it’s precision. The agencies that will win the next decade aren’t the ones sending the most quotes… They’re the ones sending the right quotes, with the right data, at the right time. Our mission is simple: 🔹 Automate what slows you down 🔹 Surface insights before you need them 🔹 Empower your people NOT replace them Because the future of insurance isn’t man or machine — it’s man and machine, perfectly aligned. 💬 Want to Automate your Remarketing effort? Get in Touch with us Today!

The Harsh Truth About Remarketing (And Why Agencies Are Losing Time They’ll Never Get Back) Let’s be honest - remarketing has become a grind. 🛑 Too many systems. 🛑 Too many clicks. 🛑 Too much time. Your team isn’t short on talent. They’re short on clarity. Here’s the reality: You’re not losing clients because your service team doesn’t care. You’re losing them because your process doesn’t scale. 💭 Imagine this instead: Your book automatically flags every account at risk of cancellation. Your team opens one dashboard and instantly sees which clients hit your rate increase threshold. And with one click you remarket the account and get real bindable quotes back. That’s not a dream. That’s what happens when your data, your team, and your carriers finally talk to each other. ReFocus AI isn’t replacing your people, it’s unlocking their potential. The agencies growing fastest aren’t working harder…They’re working smarter.

ReFocus AI is live at #AppliedNet2025, and we’ve hidden something special 👀 Somewhere inside the event, there’s a ReFocus sticker — and if you find it, you could win a $100 Amazon gift card on the spot! 💸 Here’s your hint: 🕵️♂️ It’s hidden in vacant space… and just the edge is poking out from under a table. And NOT a gold covered table. When you find it, bring it to Booth 635 and claim your prize — first come, first served! Swing by our booth to talk about AI-powered remarketing and retention automation, see a demo, and join the future of insurance servicing. Let the hunt begin. 🔍 Brad Roman Max P. Smith

🚀 Hitting the road early this morning for #AppliedNet 2025! The ReFocus AI team is Vegas-bound and ready to connect with insurance professionals who are ready to transform how they handle remarketing and retention. Too many agencies are still spending hours chasing quotes, logging into portals, and managing renewals manually - we’re changing that. With ReFocus, agencies can: ✅ Automatically flag accounts at risk of cancellation ✅ Instantly identify remarketing opportunities ✅ Generate and manage quotes — all without carrier portal logins If you’re attending #AppliedNet this week, stop by and see how agencies are cutting servicing time in half and focusing more on growth.