ReFocus AI
Reduce servicing costs and retain more business with automated insights.
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.
| Best for | insurance agencies and MGAs |
| Website | refocusai.com |
Company facts
| Headquarters | Sacramento, US |
| Social profiles | LinkedIn, X, Facebook, Instagram, YouTube |
Facilities and features
- 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
Strengths and trade-offs
- The product automatically prioritises at-risk renewals using real-time insights.
- The product offers a flexible credit-based pricing model without subscriptions.
Appears in
How ReFocus AI ranks
#9 in Customer success software with Salesforce integration
How the score is made up: Evidence on its own site 20; How complete its published information is 16; Fit to this ranking's criteria 40; 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
Alternatives to ReFocus AI
 UserpilotUserpilot AI gets your features adopted. | #1 in Customer success software with Salesforce integration | 94.0 |
 FlowlaTurn your best rep into a system with AI-driven execution. | #2 in Customer success software with Salesforce integration | 90.0 |
 InfluitiveProduct | #3 in Customer success software with Salesforce integration | 90.0 |
 PlanhatThe world's first multiplayer customer agent | #4 in Customer success software with Salesforce integration | 90.0 |
 ThriveStackProduct | #5 in Customer success software with Salesforce integration | 90.0 |
 VitallyYour copilot for customer success | #6 in Customer success software with Salesforce integration | 90.0 |
Questions about ReFocus AI
Who is ReFocus AI best for?
ReFocus AI is best for insurance agencies and MGAs.
Where does ReFocus AI rank?
ReFocus AI is ranked #9 in Customer success software with Salesforce integration (Lister Score 88.0).
What are the best alternatives to ReFocus AI?
The closest alternatives on Lister are Userpilot (#1 in Customer success software with Salesforce integration), Flowla (#2 in Customer success software with Salesforce integration) and Influitive (#3 in Customer success software with Salesforce integration).
Where is ReFocus AI based?
ReFocus AI is headquartered in Sacramento, US.
Is this your company?
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