# ReFocus AI

> AI\-powered retention and remarketing platform that helps insurance agencies identify at\-risk clients and automate renewal workflows\.

## At a glance

| Field | Value |
| --- | --- |
| Category | Customer Engagement |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Sacramento, California, USA |
| Founded | 2019 |
| Stage | Startup |
| Employees | 11-50 |
| Funding | Seed |

## Overview

ReFocus AI is an artificial intelligence platform that helps insurance agencies, MGAs, and carriers reduce policyholder churn and improve profitability. The company uses behavioral analytics and machine learning to identify accounts most likely to cancel, enabling agents and underwriters to intervene proactively before renewal.

Founded in 2019 and headquartered in Sacramento, California, ReFocus AI focuses on the retention side of insurance distribution. The platform analyzes customer interactions, coverage changes, payment patterns, and engagement signals to detect early churn indicators and surface next-best-action guidance for agents.

The company raised a strategic seed round in October 2024 led by Avondale Insurtech Ventures. ReFocus AI integrates natively with major agency management systems and CRMs, positioning itself as a workflow layer on top of existing agency infrastructure rather than a replacement system. The company holds partnerships with leading independent agent associations including ACT, IIABCal, and IIANC.

## Products & services

### Retention Insights

AI-powered account monitoring and churn prediction. The platform continuously scans policy data, payment history, claims activity, and engagement patterns to score each account by cancellation likelihood.

**Key features:**

- Cancellation Likelihood Score with confidence factor
- Key driver analysis \(premium increases, late payments, claims activity\)
- Next\-best\-action recommendations for each at\-risk account
- Weekly ranked account lists delivered to agency teams
- Automated task creation within connected AMS and CRM systems

*Target users:* Independent insurance agencies and MGAs seeking to prioritize renewal activity and reduce churn

### Auto Remarketing \(ReMarket\)

Browser-native AI agents that automatically shop policies across appointed carriers based on user-defined rules, eliminating manual quote gathering.

**Key features:**

- Rule\-based trigger configuration \(premium increases, line of business, renewal date\)
- Automated multi\-carrier quote submission without manual portal logins
- Returns bindable quotes ready for renewal finalization
- Scales remarketing from occasional use to full\-book strategy

*Target users:* Agencies looking to automate requoting at renewal for at\-risk accounts

### Service Call Sentiment Analysis

Monitors client service call frequency and engagement patterns as leading indicators of cancellation risk, integrating call signals into the retention scoring model.

## Category & focus

- Subcategories: Customer Retention, Churn Prediction, Automated Remarketing, Retention Analytics
- Insurance verticals: P&C Personal, P&C Commercial
- Target customers: Agents/Agencies, MGAs/MGUs, Carriers

## Notable customers

- FirstMark Insurance \(Spokane, WA\) \-\- 30% improvement in renewal efficiency in first quarter

## Links

- Website: <https://www.refocusai.com>
- Directory profile: <https://insurtechlist.com/companies/refocus-ai/>
- Blog: <https://www.blog.refocusai.com>
- Pricing: <https://www.refocusai.com/pricing>
- Case studies: <https://www.refocusai.com/case-studies>
- Integrations: <https://www.refocusai.com/integrations>
- Partnerships: <https://www.refocusai.com/partnerships>

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*Last updated: 2026\-06\-05*