Retention & cross-sell tools

AgencyIQ

Retention & cross-sell

Formerly DONNA.ai. Turns AMS data into insights on retention risk, cross-sell opportunities and revenue per client.

HawkSoft · confirmedMomentum (NowCerts) · confirmedAgencyZoom · listed

ReFocus AI

Retention & cross-sell

Predictive retention analytics that flag policies likely to cancel and deliver a prioritized renewal list.

AMS360 · confirmedHawkSoft · confirmedApplied Epic · confirmedEZLynx · confirmedQQCatalyst · confirmedAgencyZoom · confirmed

Trufla

Retention & cross-sell

Predicts at-risk renewals, surfaces coverage gaps and drives segmented retention emails.

No verified AMS integration listed