Shypd.aiThe largest open index of AI toolsReFocus AI is an insurance software tool that streamlines servicing by using AMS & CRM data. It identifies clients needing support, enabling proactive outreach and remarketing to reduce costs and retain business.
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About
ReFocus AI is an AI-powered software solution designed specifically for insurance companies to optimize client servicing and retention. It integrates with existing AMS (Agency Management System) and CRM (Customer Relationship Management) data, such as AMS 360, Hawksoft, Applied Epic, EZLynx, QQCatalyst, AgencyZoom, and Salesforce, to identify at-risk clients. The platform offers features like Retention Alerts, Auto Remarketing, Service Call Sentiment Analysis, Policy Lifecycle Scanning, and a Retention Scoring Model. By proactively identifying clients likely to churn, ReFocus AI enables agencies and MGAs to engage in targeted outreach, automate requotes, and ultimately reduce servicing costs while maximizing renewals and client loyalty. Its focus is on turning data into actionable insights for improved customer experience and business growth.
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Pricing & Plans
Paid · Enterprise
Not publicly disclosed. Check refocusai.com for current pricing.
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