Client Experience Platform for Insurance Brokers, Agents, and Carriers

What We Do

The Refresh platform transforms the insurance client experience, delivering a mobile-first hub for agents, brokers, and carriers to serve policyholders and prospects.

Deliver a best-in-class experience for benefits discovery, selection, and enrollment. Aggregate all of your systems into one white-labeled platform.
Refresh integrates, personalizes, and promotes awareness of every carrier policy, product, and benefit.
Users are served only the benefit information and choices relevant to them.
Increase sell-through by customizing communication, education, and engagement for each user.
Universal marketplace and payment portal with every product in one place for a consistent user experience.
Connect all your existing products together with our modules for communication, recognition, perks, challenges, wellness, and more.
White-labeled, modern consumer interface makes client self-service easy.
Accessible universally via iOS, Android, Mobile Web & Web.

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Your Home Base for Employee Experience

Tailored to each client.

Integrate all the carriers, products, and resources you already provide clients.
Distribute them to specific audiences or users.
Intelligent and predictive, the system anticipates needs and surfaces tools to users based on analytics.
White-labeled branding and sub-brands keep the experience consistent.
Accessible via any device: iOS, Android, mobile web, and the web allows every employee to decide when they want to engage.

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Our Range of Modules Connect all the Dots

Configure our platform tools to meet unique and changing client needs

Challenges (Earn points to redeem for gift cards or goals)

Recognition (Peer to peer or manager to report)

Perks (Best of gift cards, rewards, and experiences)

Automated Celebrations (New hires, birthdays, anniversaries)

Social News Feed (Powerful social proof as everyone sees it)

Learning (Engage employees with their potential)

Wellness (Help employees be their best selves)

Communication (Push, text, email, social feed, and much more)

Polls, Surveys, and Forms (Fully automated and easy to use)

Process Tracking (onboarding, open enrollment)

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Seamless Experience

Predictive & Intelligent.

A dynamic platform delivering a set of personalized benefits allows resources to flow to each user based on their needs, who they are, or usage analytics.

Automation anticipates needs, distributing the right information to the right employee at the right time.

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”Getting our people connected to what they need in a personalized way, by reducing clutter, has helped us drastically increase usage of every program.”

“Where Refresh shines above the rest is in how seamless it is from a workflow perspective.”

“Refresh replaced six different apps we were running at almost one-sixth the cost. And it’s much easier to use. I don't know how we lived without it.”

Customize experiences for each audience.

What our customers say.

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