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Description
ReFocus is an innovative AI platform that extracts valuable insights from all customer interactions, allowing businesses to align their offerings with customer preferences at scale. By understanding your prospects' needs before the initial engagement, you can significantly enhance your sales potential. With immediate access to insights regarding a buyer's desires, you can maximize every opportunity for account expansion. This platform aligns sales strategies with identified opportunities, fostering greater adoption of products and services among customers. Utilizing real-time data, ReFocus AI not only enhances decision-making but also optimizes the sales workflow, ensuring the success of your customers. Furthermore, ReFocus excels in providing timely predictions, in-depth analyses, and efficient solutions precisely when they are most needed. As our world becomes increasingly mobile, so too must our solutions evolve; ReFocus stands ready to support you, no matter your location. Embrace the future of sales with ReFocus, and transform how you connect with your customers.
Description
With more than $130 billion in active premiums, RiskMatch stands as the leading data and analytics platform designed to equip agencies and brokerages with the insights necessary for business expansion. It offers enhanced recommendations, pinpoints specific revenue streams, and guides executive choices, ultimately fostering growth and strengthening ties with both clients and insurers. Despite having access to a vast array of data, lacking the appropriate tools can feel like navigating without light. Discover how RiskMatch can illuminate your data landscape today. Agencies and brokers leveraging RiskMatch are equipped to respond to critical inquiries, achieving an average of 7% higher renewal rates and successfully cross-selling 1.4 additional products for each customer. The Analytics in Your Inbox feature provides producers and account managers with essential renewal details, commission breakdowns, and cross-sell potentials. You can visualize your entire operation in real-time, organized by office, producer, product, industry, insurer, and premium category, giving you a comprehensive overview that enhances decision-making processes. By utilizing these insights, organizations can not only improve their performance but also create more meaningful connections with their clients.
API Access
Has API
API Access
Has API
Integrations
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Integrations
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Pricing Details
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Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ReFocus
Country
United States
Website
refocusai.com
Vendor Details
Company Name
Vertafore
Founded
1985
Country
United States
Website
www.vertafore.com/products/riskmatch-agents-brokers