The Brokerage Insurance Group selects ReFocus AI to Increase Servicing Efficiency

Insurance agency improves personal lines renewals with AI-powered cancellation analytics

CENTENNIAL, Colo. - Jan. 30, 2025 - PRLog -- The Brokerage Insurance Group, part of TAG Insurance Services, is pleased to announce a new partnership with ReFocus AI. The two organizations will use machine learning to proactively review upcoming renewals and identify customers who need additional support.

As insurance agencies enhance how they service customers, The Brokerage Insurance Group is looking to evolve its client communication strategy. ReFocus AI's Converge platform offers a unique, turnkey solution that integrates with popular management systems such as AMS360 and AgencyZoom. The Brokerage Insurance Group will leverage the predictive power of its data to increase awareness of potential client issues and more efficiently handle renewals.

"As we grow, we need to continue to make every customer feel like our number one priority. This platform allows us to do that while enhancing our efficiency in renewing accounts," says Rob Whittet, Agency Principal Partner. ReFocus AI will enable our team to automate our renewal workload so we can continue to provide the white-glove service our clients know and trust us for.

"We are excited about working with The Brokerage Insurance Group to improve retention," says Colby Tunick, CEO at ReFocus AI. "Rob and his team are exceptional insurance advisors, and we are excited to help them evolve their renewal strategy. We are honored to be selected by The Brokerage Insurance Group and to add them to our growing list of independent agencies leveraging the Converge platform for unmatched analytics."

About ReFocus AI

ReFocus AI is an account servicing platform that utilizes data within an agency to pinpoint personal and small-commercial clients that would benefit from increased attention and service. The machine-learning platform automates the detection of clients with potential dissatisfaction, equipping the agents with the opportunity to resolve potential issues, reduce churn, and increase retention. Learn more at www.ReFocusAI.com.