Drive Growth with Better Client Experience!
The Refresh platform transforms the insurance client experience, delivering a mobile first hub for agents, brokers and carriers to seamlessly 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
- 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
- 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
Learn how Refresh can can help you:
- Provide a elevated brand experience day 1
- Streamlined, intuitive onboarding
- Access to all product documents and detail
- Personalized, guided journeys
- Automated form/data collection
- 4X product sell through
- Maximize the scalability of your organization
Truly Engaging
Intelligent, predictive “nudges” based on analytics help each client better understand why they should buy certain products and improve sell through.
2000+ integrations
From payroll to CRM to BenAdmin to carriers we have all the integrations your clinets will need ready to go.
Future Proof
Wellness, rewards, recognition, gamification etc ... start with the basics and expand resources to meet changing client demand.
Fully White Labeled
Your brand, your tools, your content; all delivered through a custom app (iOS & Android), mobile & web.
”Getting our people connected to what they need in a personalized way, 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 6 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.”