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Why use ReFocus? 

ReFocus is your agency remarketing partner. It analyzes your book of business, identifies at-risk policies, and can automatically shop policies across carriers based on rules you define, so teams work smarter— not harder.

 

30-50% less time spent on manual renewal review. 

Predictive Insights

See which clients are most likely to churn -and why- with real-time risk scoring that helps your team take action before a policy lapses.

Smart Prioritization

ReFocus analyzes your client data- such as policy changes, payment history, and claims- and surfaces a prioritized list of clients to focus on at renewal.

Auto-Remarketing

Remove the manual burden by automatically shopping policies across all appointed carriers, based on rules you define. 

 

How ReFocus + Indium Work Together 

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Plug into your AMS

ReFocus connects to your AMS, you'll add your appointed carriers, and Indium will add its additional carriers.

Analyze your book

ReFocus scans your AMS data to identify behavioral trends, renewal patterns, and churn risk signals.

 

 

Flag at-risk accounts

Policies are automatically prioritized based on risk and opportunity, so your team knows exactly where to focus. 

 

Auto-remarket

Remarket flagged accounts across both your carriers and Indium's- all within one streamlined workflow.

Get Started

Request a demo with the ReFocus team to learn more and let them know you're an Indium member.