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What is ReFocus AI?

ReFocus is a cutting-edge AI platform designed to glean essential insights from every customer interaction, enabling businesses to tailor their offerings according to customer preferences on a large scale. By gaining a deep understanding of your prospects' needs prior to your first contact, you can greatly boost your sales capabilities. With instant access to insights about what buyers are looking for, you can fully leverage every chance for account growth. This platform aligns sales strategies with recognized opportunities, promoting increased usage of products and services among clients. By harnessing real-time data, ReFocus AI not only improves decision-making but also streamlines the sales process, ensuring that your customers achieve success. Additionally, ReFocus is adept at delivering timely forecasts, comprehensive analyses, and effective solutions exactly when they are required. As we navigate an increasingly mobile world, our solutions must adapt accordingly; ReFocus is prepared to assist you regardless of where you are situated. By adopting ReFocus, you will be at the forefront of sales innovation, revolutionizing the way you engage with your customers and paving the way for lasting relationships. Embrace the transformative power of ReFocus and elevate your customer connections to new heights.

What is LexisNexis Active Insights?

Active Insights delivers essential intelligence that enables you to improve customer retention, reduce loss ratios, and uncover new business possibilities. By leveraging Active Insights, you can anticipate important changes in your client portfolio. This tool encourages a proactive and hands-on approach to identify and meet the changing demands of your customers. Engaging with your clients in a timely manner helps to reinforce existing relationships and broaden your portfolio. You will receive alerts for specific events that you select, ensuring that premiums remain in sync with evolving risks. By enhancing your communication methods, you can engage customers in a more efficient, targeted, and timely manner. Active Insights adeptly connects life events with the policies in your portfolio, notifying you of significant alterations that could impact both your clients and your business operations. Customized updates offer a comprehensive view of your portfolio, equipping you with crucial insights to prioritize client needs and effectively manage risk, while also facilitating potential avenues for future growth. This well-rounded approach not only fosters a more resilient business model but also enhances customer satisfaction and loyalty in the long run.

Media

Media

Integrations Supported

Equisoft/manage
OpenAdapt
Taktile

Integrations Supported

Equisoft/manage
OpenAdapt
Taktile

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ReFocus

Company Location

United States

Company Website

refocusai.com

Company Facts

Organization Name

LexisNexis

Company Location

United States

Company Website

risk.lexisnexis.com/products/active-insights

Categories and Features

Categories and Features

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