ReFocus AI

Get value on day one by wiring ReFocus AI into the systems you already use. Connect Jetfile AMS, your CRM, billing, claims, and messaging tools with secure data syncs. Import historical policies, renewals, and interactions. Define goals—retention lift, premium growth, cross-sell—and map your policy timeline from bind to renewal to choose which signals to track (payment behavior, coverage changes, service tickets). ReFocus trains models on your history, scores every account, and publishes fresh risk and propensity scores in real time or on a nightly schedule. A quick holdout test validates lift, and built-in significance checks keep you honest before you scale.

On a typical Monday, a retention lead opens the dashboard and filters accounts coming up in 180–30 days with high lapse risk. They launch a save playbook: schedule outreach waves, pick email/SMS/call templates, and assign tasks to CSRs. Offers are tailored by the system—coverage review, multi-line bundle suggestions, deductible tweaks, payment plan switches. The team works the queue; notes and outcomes sync back to the AMS automatically. Side-by-side experiments compare scripts or incentives; the platform promotes winners once results clear statistical thresholds. Every touch updates the score so you focus on people most likely to stay if engaged today.

Producers use ReFocus during quoting and service. When a client record opens, a side panel shows next-best actions and likely add-ons by line. Agents see how a small endorsement or a bundle could reduce lapse risk and increase lifetime value. One click generates a personalized email, a call script, and a follow-up reminder. If the customer is price-sensitive, the tool recommends coverage trade-offs that maintain core protection while improving premium fit. For satisfied clients, it times a referral ask and creates a warm-intro task for the agent, turning retention work into new business.

Operations and leadership get a live view of dollars at risk, renewal pace, and revenue impact from every campaign. Scenario tools estimate how many saves you’ll create by shifting budget, staffing, or incentive mix. Workflow builders route tasks by specialty, set SLAs, and escalate exceptions. Team coaching screens reveal who closes saves fastest and which behaviors matter most. Engineers can consume scores and recommendations via API and webhooks to enrich portals, dialers, or marketing journeys. Compliance is covered with audit trails, permissioning, and opt-out management. Each Friday, a digest ties actions to premium retained and pipeline generated, so you know exactly what worked—and what to do next week.