ReFocus AI

🎃 Follow-Up Friday! 🎃 Hoping everyone had a fun and safe Halloween! As we move into the holiday season, it's a great time to think about how we're following up with clients and keeping those connections strong. Here’s a quick tip to consider as we wrap up the year: 🔍 Seasonal Check-Ins – Reach out to clients with a quick “year-in-review” summary or helpful tips for their upcoming renewal. This shows them you’re proactive, attentive, and focused on keeping their coverage relevant. The end of the year is the perfect time to strengthen client relationships. A little extra engagement now can go a long way in retention! #retention #clients #insurance

🔙 Throwback Thursday!🔙 We're throwing it back to one of our earliest (and still relevant!) commercials. 🎬 Back then, we showcased the power of operationalizing data—a game-changer for insurance agencies, especially in renewals. Here’s how it helps: 🔍 Quick Access: Skip the endless account notes—know instantly if a client is at risk of leaving. 📝 Endorsement Insights: See changes at a glance, no sifting though accounts required. 💼 Smarter Decisions: Decide if it’s time to re-market or renew, all based on data not manual hours spent digging through account notes. Watch the full throwback here 👇

💼 5 Ways to Supercharge Your Agency’s Renewal Process! 💼 ReFocus AI just dropped a guide packed with practical tips to help your agency retain more clients and streamline renewals. Ready to see improvements? Here’s a sneak peek of what you’ll find: 🔹 Personalized Client Segmentation: Target high-value clients effectively. 🔹 Mid-Term Check-Ins: Proactive touch points to strengthen relationships. 🔹 Predictive Analytics: Identify at-risk clients early. 🤔 Want to see the value ReFocus AI can bring to your agency???🤔 Click the link below to see your personalized profitability improvement we deliver to you! 📈 #insurance #retention #refocusai #business #agency #clients

ReFocus AI is teaming up with Catalyit and Patriotic Insurance Group -Rob Bowen to bring you a hands-on session on streamlining your retention process with your CRM system! We'll dive into: ✅ How to set up automated workflows in AgencyZoom ✅ Insurance CRM best practices for efficiency ✅ Workflows that truly matter for client retention 📅 Date: October 29th 💻 Don’t miss this chance to optimize your agency's retention strategy! Click the link below 👇 to register and secure your spot.

🎉 First Ever Insurance Policy Renewal🎉 Did you know that the first recorded insurance policy to ever renew was a marine policy in the late 14th century? These early policies protected merchants' valuable cargo and renewing them wasn’t just about extending coverage—it was about building trust and reliability in a brand-new industry. 🌊📜 From those early renewals to today’s AI-driven strategies, keeping clients engaged has always been the heart of insurance! #retention #insurance #growth #clients

🔙 Throwback Thursday! Proactive Renewal vs Reactive Renewal🔙 We're taking it back to one of our favorite success stories! 🚀 Watch how FirstMark Insurance Group leverages a retention model in their agency to help transform client retention and streamline agency renewal processes both internally and externally. ✔️Improve Renewal Operations ✔️More Cross-Selling Opportunities ✔️Increased Customer Satisfaction ✔️Improved Agency Bottom Line 📽️ Check out the full story below 👇 It’s amazing to see how data-driven insights make all the difference in agency growth!

💡 Introducing Whiteboard Wednesdays! 💡 Every Wednesday, we’ll break down key strategies and insights to help your agency improve client retention and streamline processes. Today, we’re talking about client segmentation—a crucial part of keeping your top clients engaged. With ReFocus AI, you can: Identify high-priority clients for proactive outreach Segment by risk level for better retention efforts Personalize communication for stronger client relationships Ready to simplify your renewals? Get in Touch with the Team today!!! Stop dreading and START Loving Renewal Season! #retention #insurance

Thank you to Catalyit and Casey Nelson for including us as part of their series on outsourcing work! Renewals don't need to cause heartburn.

🚀 Introducing Magic Mondays at ReFocus AI! 🚀 We’re all about unlocking hidden insights for your agency—and now, we’re adding some extra fun! Every Monday, we’ll showcase a client retention report and hide a clue about a featured company. 🎁 This week’s company delivers sweet and savory treats from your favorite places across the U.S. 🍪🍫 The first person to drop the correct name in the comments wins a $10 gift card! Can you guess who they are? Comment below! 👇

"I've always hated X Date reports. I never get through my renewals before someone calls and by the time I get back to them, the day is over. Using ReFocus has saved me a ton of time and now I am no longer always behind." - An account manager at a $3M independent agency