Jones Advisors selects ReFocus AI to Increase Retention

GARNER, N.C. - March 7, 2024 - PRLog -- Jones Advisors is pleased to announce a new partnership with ReFocus AI, through which the two organizations will use machine learning to proactively review claims data, policy changes, and other factors to identify customer stressors that may suggest an increased need for advisor communication.

As insurance carriers are involving the agents less in claims resolution, agencies like Jones are looking for software solutions to examine the claims data from the carriers. ReFocus AI's Converge platform offers a unique, turnkey solution that integrates with popular management systems such as Applied EPIC, AMS360, and Hawksoft.  Jones Advisors will leverage the predictive power of their data to increase awareness of potential client issues and enable them to reach out proactively.

"Every policyholder is important to us. This platform will help us help us sift through the data and determine which of our customers may benefit from proactive assistance or service on their policies," says Wortham Boyle, Managing Partner. "ReFocus AI will enable our team to provide more targeted service to our clients in a scalable way. It's a win for us, as well as for our customers."

"We are excited about working with Jones Advisors to improve retention," says Colby Tunick, CEO at ReFocus AI. "Wortham and his team are thought leaders in our industry and passionate about service. We are honored to be selected by  Jones Advisors and to add them to our growing list of independent agencies leveraging the Converge platform for unmatched analytics."

About ReFocus AI
ReFocus AI is an account servicing platform that utilizes data within an agency to pinpoint personal and small-commercial clients that would benefit from increased attention and service. The machine-learning platform automates the detection of clients with potential dissatisfaction, equipping the agents with the opportunity to resolve potential issues, reduce churn, and increase retention. Learn more at www.ReFocusAI.com.