List of ReFocus Platform Customers
San Diego, 92104, CA,
United States
Since 2010, our global team of researchers has been studying ReFocus Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased ReFocus Platform for Customer Experience from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using ReFocus Platform for Customer Experience include: The Partners Group, a United States based Insurance organisation with 250 employees and revenues of $58.0 million, FirstMark Insurance Group, a United States based Insurance organisation with 40 employees and revenues of $7.0 million, Capstone Underwriters, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using ReFocus Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The ReFocus Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Capstone Underwriters | Insurance | 10 | $1M | United States | ReFocus | ReFocus Platform | Customer Experience | 2023 | n/a | In 2023, Capstone Underwriters deployed the ReFocus Platform to prioritize submissions for underwriting throughput and to identify renewal and retention opportunities in its underwriting and renewals process areas in the United States. The project is categorized as Customer Experience and was announced as a partnership with ReFocus to operationalize AI-driven prioritization and renewal detection. The ReFocus Platform implementation leverages Converge capabilities to score and rank inbound submissions and to surface renewal and retention signals, aligning with Customer Experience workflows such as queue prioritization, case scoring, and automated task assignment. Configuration efforts concentrated on underwriting throughput optimization and renewal opportunity detection, using rulesets and model outputs to drive triage and work allocation. The deployment includes an explicit integration with the Jetfile management system to ingest submission documents and policy and case metadata, enabling ReFocus to feed prioritized items back into underwriting and renewal workflows. Operational coverage targets underwriting desks and renewal coordinators at Capstone Underwriters, where prioritized work queues and alerts are consumed as part of existing processing steps. Governance was organized through the vendor partnership to translate model outputs into underwriting triage rules and renewal workflows, with rollout sequencing that emphasized live submission streams and renewal cycles. The vendor statement projects outcomes including up to a 10% revenue improvement from better prioritization of submissions and renewals. | |
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FirstMark Insurance Group | Insurance | 40 | $7M | United States | ReFocus | ReFocus Platform | Customer Experience | 2023 | n/a | In 2023, FirstMark Insurance Group implemented the ReFocus Platform to predict policyholder attrition and prioritize retention actions for renewals and servicing across its brokerage operations in the United States. The deployment targeted Customer Experience capabilities, applying predictive attrition scoring and retention alerts to support the agency renewals and CRM workflows. Implementation centered on ReFocus Platform predictive models and the vendor Converge capabilities to generate retention alerts and recommended actions for renewal teams. The project integrated with the agency management system and CRM to surface scores and alerts directly into renewal queues and servicing workflows, with configuration of scoring thresholds and alert routing to brokerage renewal staff. Governance focused on embedding alert-driven decisioning into existing renewal processes and establishing operational ownership within the renewals and servicing function. The engagement reported a targeted reduction in churn of up to 25 percent and an expected approximate 2 percent growth impact for the agency. | |
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The Partners Group | Insurance | 250 | $58M | United States | ReFocus | ReFocus Platform | Customer Experience | 2023 | n/a | In 2023 The Partners Group implemented the ReFocus Platform to leverage ReFocus AI's Converge platform for proactive cancellation analytics and targeted outreach across its broker operations in the United States. The deployment sits in the Customer Experience category and is focused on renewal and CRM process improvement to support retention activities across broker-facing teams. Configuration work emphasized proactive cancellation analytics, prioritized at-risk account identification, and targeted outreach orchestration, aligning the ReFocus Platform with renewal pipeline staging and CRM-driven contact workflows. Functional capabilities explicitly included account prioritization to surface renewal risk and orchestration of targeted communications to brokers and insureds as part of a coordinated retention playbook. The engagement was described by the vendor as integrating with common agency management systems to ingest policy and renewal data, enabling automated prioritization of high risk accounts for broker outreach. Operational scope covered broker operations and renewal teams across the United States, with governance focused on embedding prioritized account lists into CRM workflows and operationalizing retention-focused outreach within existing broker tech processes to improve customer experience and retention. |
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