Best Practices Guide

Start here to discover best practices for using insights.

• How ReFocus AI Lowers Your Cost of Servicing Accounts & Transforms Retention Operations
• Overview of the Best Practices Guide
• Identify the starting point
• Retention Analytics: A Primer
• How to Use Retention Analytics in Your Organization
• Understanding Policy Cancellations: Going Beyond the Surface Reasons
• Renewal Email Templates
• Renewal Phone Call Templates
• How to Create a Process Map with Swimlanes for Beginners
• Modifying your Process Map in LucidChart