How FirstMark Insurance Streamlined Renewals and Boosted Productivity with ReFocus AI

FirstMark Insurance

Location:

Spokane, WA

Industry:

Independent Insurance Agency

Platform Used:

ReFocus AI

Case Study

Success Stories That Matter

Discover how we turn real challenges into measurable success.

Overcoming Challenges, Achieving Success

Lorem ipsum dolor sit amet consectetur. Ac ullamcorper praesent tristique amet quam a vitae. Enim dignissim aliquam faucibus eu egestas hendrerit. Ut eu ornare pellentesque est quisque turpis. Ipsum et laoreet parturient tempus.

Overcoming Challenges, Achieving Success

The Challenge

As FirstMark Insurance scaled its operations, so did the complexity of servicing personal lines renewals. so did the complexity of servicing personal lines renewals. Like many fast-growing agencies, they faced a mounting backlog of accounts, limited visibility into which renewals truly needed attention, and a team stretched thin across too many manual workflows.

Agents spent hours manually reviewing renewals
No standardized way to prioritize accounts based on cancellation risk
Inconsistent workflows across team members

The ReFocus Solution

Smart remarketing across all carriers, your way.

Book a Call

FirstMark implemented ReFocus AI to streamline renewals by automatically identifying at-risk accounts and surfacing actionable insights—like rate sensitivity, engagement history, and policy gaps—so their team could focus where it mattered most.

Key Features Used

Account Monitoring & Alerts

Real-time visibility into cancellation risk

Automated Task Assignment

Prioritized workflows inside their AMS

Team Workflow Consistency

Unified approach across producers and CSRs

The ResultsWithin the first quarter of using ReFocus AI

FirstMark saw measurable improvements across the board

Results

The Results

Within the first quater of using Refocus AI, FirstMark saw measurable improvements across the board.

30% boost in renewal efficiency
Team members saved hours per week by eliminating low-value outreach and redundant tasks.
Significant uplift in renewal rates
By focusing on the right clients with the right message at the right time, FirstMark improved retention where it mattered most.
Stronger productivity and team alignment
Agents operated from the same playbook—no more guesswork or firefighting.

Ready to Optimize Your Agency's Renewal Workflow?
‍
Join agencies like FirstMark who are turning retention into a growth engine with ReFocus AI.

Book a Demo today to See it in Action

“ReFocus has changed the way we approach renewals. We now work smarter, not harder. And we’re not just keeping more business—we’re doing it without overloading our team.”

Dave Taylor | CEO of FirstMark