How to integrate with AMS360

ReFocus AI has a robust integration with AMS360 which creates suspenses when a retention opportunity is discovered.

Step 1

As the AMS360 Agency Administrator, login to AMS360 (https://www.ams360.com).

You can only access AMS360 from a Microsoft Windows 10 or later computer. If you still need to, please download the desktop client during your initial login to AMS360. You can access AMS360 from the following browsers (all other operating systems or browsers are not supported):

• Internet Explorer (IE) 11 
• Microsoft Edge
• Google Chrome

Step 2

Once successfully logged in, on the top navigation bar, select Administration.

Provide Agency Number

Please provide your AMS360 Agency Number to your onboarding specialist. If you need help locating it, check out this article from Vertafore on managing your agency.

Configure EMS Agency Key

In Administration, navigate to the left side General ➡️ Application Catalog.

When you initially load the Application Catalog, the top window will not show the ReFocus AI integration. You must search for it in the bottom window and select Subscribe.

Once you have subscribed, click the Edit button next to the ReFocus AI integration.

You can now provision access for the ReFocus AI integration.

Select New in the Application User Access screen. For credentials, we recommend using:

• Username: ReFocusAI
• Short Name: RFAI
• Business Unit Group ➡️Select a Business Unit Drop Down: Select the first option for All.
• Security Group Assignments: Select All

Select Add in the Application User Access screen to save.

Once you have saved, select the 👁️to view and copy the Access Key. Please provide this to your onboarding specialist.

Configure Web Services API Account

In Administration, navigate to the left side General ➡️ Web Service API.

When the following screen loads, select Add to create a connection to the new web service.  

For credentials, please use the following:

• WSAPI Login ID: REFOCUSAI_[Your company name]
• Password: Create a secure password and provide it to your onboarding specialist

Select the box under data security for Entity Access Security Only.

Under Entity Access, select Check All.  

Once you have configured the system, select the Save icon to complete the WSAPI setup.

Create Custom Action for Activities

ReFocus AI uses Custom Actions as an activity code so reports can be run within AMS360 on the suspenses the integration creates.

In Administration, navigate to the left side General ➡️ Activity/Suspense Setup.

In the window that opens, select New from the Actions section.

Ensure Active is selected. In the Action field, type in zzzReFocusAI. Leave Checkpoints as is.

Select the Save 💾 icon. You can now close the window.

Create Profile Questions

Custom profile questions enable administrators to run reports with additional information on created suspenses.

In Administration, navigate to the left side General ➡️ Customer/Policy➡️Profile Questions.

In the window that opens, select New from the Profile Questions section.

Ensure the Type of Business is set to All and the Active is selected.

Create the following profile questions. Put the name in Text and set Answer to the corresponding drop-down option.

After adding each question, select Add.

• Cancellation Risk: Yes/No
• Confidence_Quality: Text ▶️ Very High, High, Medium, Low
• Confidence_Quantity: Number
• Cancel_reason_expct: Text
• Date of prediction: Date

Once all the questions have been added, select the Save 💾 icon. You can now close the window.

Step 3

With the system configured, it is now time to complete the initial export of data from AMS360 so that ReFocus AI can build machine learning models to predict which clients are likely to leave.

From the Toolbox on the bottom left of the screen, select Classic Reports.

From the Reports - All windows that loads, please run the following reports. 

Once these reports have been run, please provide them to the onboarding specialist in the Google Drive folder that has been shared.

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You have successfully configured AMS360 to work with ReFocus AI 🎉

This is what suspenses will look like when they are created through the ReFocus AI integration.