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      How to Use ReFocus AI Tags Inside AgencyZoom

      ReFocus AI integrates seamlessly with AgencyZoom to help agencies identify and act on accounts at risk of cancellation. By leveraging Tags and Tasks, your team can automate workflows, prioritize renewals, and proactively engage with clients.

      What Are ReFocus AI Tags?

      ReFocus AI automatically generates Tags in AgencyZoom when an account is identified as at risk of cancellation. These tags help you quickly identify which clients need immediate attention.

      • Tag Format:
        RF - (Cancellation Risk)
        Example: RF - High Cancellation Risk

      • Cancellation Risk Levels:

        • Low
        • Medium
        • High

      The risk level indicates the likelihood of cancellation based on ReFocus AI's predictive analytics.

      How Tags Work with Tasks

      In addition to tagging, ReFocus AI automatically creates Tasks linked to each at-risk account. These tasks provide deeper insights into the specific reasons for potential cancellation, such as:

      • Rate Increase Sensitivity
      • Lack of Engagement
      • Policy Changes
      • Claims History

      This combination of Tags and Tasks gives your team a clear roadmap for proactive client engagement.

      How to Use Tags in AgencyZoom

      1. Locate Tagged Accounts

      • Go to AgencyZoom Dashboard.
      • Navigate to your Renewals Pipeline or Client List.
      • Look for accounts with the RF - (Cancellation Risk) tag.

      2. Filter and Prioritize Accounts

      • Use the Filter function in AgencyZoom to sort accounts by Cancellation Risk:
        • Filter by High Risk to address the most urgent cases first.
        • Review Medium and Low Risk accounts to maintain proactive engagement.

      3. Review Associated Tasks

      • Click on a tagged account to view the automatically generated tasks.
      • Each task will include detailed notes explaining why the account is at risk.
      • Example Task:
        "Client shows high cancellation risk due to recent rate increase. Consider reaching out to discuss alternative coverage options."

      4. Automate Follow-Up Actions

      • AgencyZoom Automation allows you to set up workflows based on ReFocus tags:
        • Could you send automated emails to clients tagged with Low Risk to maintain engagement?
        • Assign high-priority tasks to account managers for High-Risk clients.
        • Trigger retention campaigns tailored to each risk level.

      Best Practices for Using ReFocus AI Tags

      1. Prioritize High-Risk Accounts:
        Focus your team's efforts on High Cancellation Risk accounts first. These clients are most likely to leave and require immediate attention.

      2. Customize Outreach Based on Risk:
        Use the task details to personalize client communication. Address specific concerns like rate increases, coverage gaps, or recent claims.

      3. Automate Where Possible:
        Set up automated workflows in AgencyZoom for low-risk accounts to save time and focus on high-impact opportunities.

      4. Track Outcomes:
        After completing tasks, monitor the number of tagged accounts retained. This will help refine your retention strategies over time.

      Recap:

      ReFocus AI's tagging system inside AgencyZoom is a powerful tool to enhance your agency's retention strategy. By identifying at-risk accounts and automating follow-ups, your team can save time, reduce churn, and improve client relationships.

      If you need more help, contact ReFocus AI Support or refer to the AgencyZoom Help Center for advanced automation tips.

      Need help setting up tags or automating workflows?
      📧 Contact Support: support@refocusai.com