ReFocus AI Product Roadmap

Last updated: April 2026

Recently Delivered

• Improved onboarding and carrier integration workflows to get you up and running faster
• Enhanced quote accuracy and automation reliability across key carrier interactions
• Expanded data processing capabilities to support more consistent and timely insights
• Continued improvements to support responsiveness and issue resolution

Now (In Progress)

Improving reliability, coverage, and data accuracy

• Improving quote reliability and reducing failures when working across carrier systems
• Expanding carrier coverage so you can work with more markets without leaving the platform
• Improving data accuracy and availability, including clearer and more complete renewal insights
• Strengthening system stability to reduce errors, rework, and support requests

Next (Coming Soon)

Expanding workflows and enabling better team operations

• Introducing Service Hub to help your team manage service tasks in a more structured and efficient way
• Enabling role-based access controls so you can better manage who can see and take action on different accounts
• Providing faster ways to work with carriers that are not yet fully integrated into the platform
• Expanding renewal data coverage so you can more easily identify when to remarket and take action

Later (Exploring)

Scaling capabilities and unlocking new opportunities

• Expanding monitoring and retention insights beyond renewal windows to help you stay ahead of customer churn
• Supporting new business workflows through lightweight integrations and automation
• Enhancing communication capabilities so your team can engage customers more efficiently from within the platform
• Continuing to improve efficiency, performance, and cost optimization across the platform

Our Approach

We prioritize improvements that:

• Deliver immediate, practical value to your team
• Improve the reliability and consistency of your day-to-day workflows
• Expand coverage and flexibility as your business grows