Improve Retention and Revenue 

Welcome IIABCal Members!

The best insurance organizations get ahead of renewal issues by proactively identifying clients with unmet needs. Trusted and used by leading agencies and brokerages, ReFocus AI helps improve retention by as much as five percent through a simple management system integration.
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Trusted and Used By

Powerful Integrations

Connect easily with major management systems including

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Securely Connect

From direct integrations with card networks and banks to checkout flows in the browser, we operate on and optimize at every level of the financial stack.

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15+ integrations

From agency management systems to CRMs, we have the integrations you need to proactively retain customers.

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Intelligent optimizations

Not everything that happens can be predicted, so the technology 'learns' overtime and improves its performance.

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Single system

By integrating with your key technology, your staff can get alerts in the systems they are already used to working in.

Increase Revenue

Streamline Renewals

Align retention to the policy lifecycle so that you communicate with the policyholder to maximize marketing and increase lifetime value.

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Want To Improve Your Retention?

No problem, You have come to the right place.

Connect to your management system to identify accounts at risk of cancellation, have more productive renewal conversations, and ensure customer success.