Knowledge Base
Read how-to articles and guides for the ReFocus platform
Getting Started
- Understanding Policy Cancellations: Going Beyond the Surface Reasons
- How ReFocus AI Lowers Your Cost of Servicing Accounts & Transforms Retention Operations
- Modifying your Process Map in LucidChart
- How to Use ReFocus AI Tags Inside AgencyZoom
- How to access your files during the ReFocus AI Onboarding
- How to Create a Process Map with Swimlanes for Beginners
Integrations
- How to export current and historical policy IDs from EZLynx
- How to find your Hawksoft Agency ID?
- How to find your EZLynx organization ID