Refocusing and Streamlining with Colby Tunick Podcast By cover art

Refocusing and Streamlining with Colby Tunick

Refocusing and Streamlining with Colby Tunick

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 In this episode of the Power Producers Podcast, host David Carothers welcomes back Colby Tunick from ReFocus AI. Colby dives deep into the company’s latest innovation that’s transforming the way insurance agencies service policies. Refocus AI, which started with helping agencies predict customer churn, has now transitioned to automating one of the most time-consuming aspects of insurance — quoting policies. Colby shares how their new technology is helping agencies scale efficiently without burning out staff, allowing producers to focus on building relationships and growing their book of business. Key Highlights: The Problem of Time-Intensive Service Work Refocus AI began by addressing the issue of time spent servicing existing policies. Colby discusses how insurance agencies spend a significant portion of their time on renewals, quoting, and policy servicing, which takes away from their ability to acquire new business. Introducing IntelliAgent: The Virtual Assistant for Insurance Agencies Refocus AI's new tool, IntelliAgent, acts as a virtual assistant that automates the quoting process. This AI-powered system logs into carrier portals, retrieves rates, and delivers bindable quotes, freeing up agents' time to focus on client relationships. Scaling without Burning Out Colby explains how automating the quoting process can help agencies scale without adding significant headcount. It allows agencies to quote on multiple lines with various carriers simultaneously, drastically reducing the time spent on manual quoting tasks. Changing the Game for Small Commercial and Personal Lines For small commercial and personal lines business, agencies often struggle with quoting efficiency. Colby shares how technology like IntelliAgent is solving this problem, making it easier for agencies to serve more clients without overwhelming their teams. Expanding to the ENS Market Refocus AI’s roadmap includes plans to expand into the ENS market, where underwriters are involved. By automating this process, Refocus AI will further streamline how agencies access bindable rates and service their clients, all while maintaining a high level of accuracy. Addressing Staff Burnout with Technology Colby shares the personal story of how working excessive hours led to burnout and a serious health condition. This experience fuels Refocus AI’s mission to help agencies reduce unnecessary workload and increase staff retention by allowing employees to focus on high-value tasks. Future Innovations: Know Your Customer & MGA Marketplace Colby gives a sneak peek into two new innovations coming soon. The Know Your Customer module will make updating account information faster and more efficient, while the MGA Marketplace will help agencies quickly find coverage for policy exclusions and better options for motor sports, flood, earthquake, and more. Connect with: David Carothers LinkedIn Colby Tunick LinkedIn Kyle Houck LinkedIn Visit Websites: Power Producer Base Camp ReFocus AI Killing Commercial Crushing Content Power Producers Podcast Policytee The Dirty 130 The Extra 2 Minutes
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