SOFTWARE / CUSTOMER SUCCESS / REFOCUS AI

ReFocus AI

Reduce servicing costs and retain more business with automated insights.

Ranked #9 in Customer success software with Salesforce integration.

ReFocus AI is an insurance retention platform that uses live data to predict cancellation risks. It streamlines renewal operations by identifying at-risk accounts before expiration dates.

Official website

At a glance

Best for

insurance agencies and MGAs

From ReFocus AI's own website.

Company facts

Headquarters	Sacramento, US
Social profiles	LinkedIn, X, Facebook, Instagram, YouTube

Facilities and features

Its website also mentions:

Published pricing
Integrations

What stands out

The product automatically prioritises at-risk renewals using real-time insights.

“Automatically prioritize at-risk renewals with real-time insights, cutting down the accounts your team needs to work each month.”ReFocus AI, own website

The product offers a flexible credit-based pricing model without subscriptions.

“You buy a package of credits and draw them down as you use the platform — remarketing when you choose to, and monitoring your book in the background.”ReFocus AI, own website

How it ranks

ReFocus AI is ranked 9th of 10 in Customer success software with Salesforce integration (Lister Score 88.0).

#9 in Customer success software with Salesforce integration · Lister Score 88.0

Prioritises at-risk renewals using real-time insights.

How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 16; buying information on its own site 12.

“ReFocus AI uses live data to strengthen decision making, streamline the retention process, and ensure customer success.”ReFocus AI, own website

“CRM Integrations AgencyZoom ⁠SalesForce Policy Administration Policy Administration Product Retention Alerts Remarketing Integrations”ReFocus AI, own website