---
title: Using Automatic Remarketing
description: Automatic Remarketing allows ReFocus to automatically trigger remarketing based on the conditions you set.
---
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May 12, 2026
# Using Automatic Remarketing
## Automatic Remarketing allows ReFocus to automatically trigger remarketing based on the conditions you set.
#### Once configured, ReFocus reviews your policies each week and automatically triggers remarketing when a policy matches your saved criteria. This helps reduce manual work while still giving your team full flexibility to run remarketing manually whenever needed.
#### ➡️ Who should use this
- **Admins** can configure, update, and pause Automatic Remarketing
- **Users** can understand how it works and continue using manual remarketing as needed
---
#### ➡️ What you can configure
Automatic Remarketing uses:
### **Trigger Conditions**
These determine **when** a policy should be automatically remarketed.
Current conditions include:
- **Days before expiration**
- **Premium increase**
- **Line of business**
- **Risk level**
- **Premium range**
### **Carrier Selection**
This determines **which carriers** ReFocus should include when automation runs.
---
#### ➡️ Important to know
Turning **Automatic Remarketing** on does **not** start automation by itself.
The feature is effectively inactive until you have:
- turned the feature on
- added at least **one trigger condition**
- saved your settings
If no conditions are saved, nothing will be automatically triggered.
---
#### ➡️ How to set up Automatic Remarketing
### 1. Open Remarketing Automation Setup
On this page, you will see:
- the **Active** toggle
- the **Trigger Conditions** section
- the **Select Carriers** section
- the **Save Settings** button
### 2. Turn the feature on
Use the **Active** toggle to enable Automatic Remarketing.
### 3. Add your trigger conditions
In the **Trigger Conditions** section, click **Add Condition** and set the rules ReFocus should use during its weekly review.
These conditions define which policies should automatically enter remarketing.
### 4. Select your carriers
In the **Select Carriers** section, choose the carriers you want included in the automation.
Depending on the line of business, you may see carrier options separated by type, such as:
- **Choose Home Carrier**
- **Choose Auto Carrier**
### 5. Save your settings
Click **Save Settings** to apply your configuration.
Your automation will not run until your settings have been saved.
---
#### ➡️ What happens after setup
After setup is saved, ReFocus will review your policies **once each week**.
If a policy matches your saved conditions, ReFocus will automatically trigger remarketing using the carriers you selected.
You can still run manual remarketing at any time.
---
#### ➡️ Update or pause your setup
### To edit your automation
Open **Remarketing Automation Setup**, update the conditions or carrier selection, and click **Save Settings**.
### To pause your automation
Open **Remarketing Automation Setup** and turn the **Active** toggle off.
When the automation is paused, ReFocus stops automatically triggering remarketing from this setup. Manual remarketing remains available.
---
#### ➡️ Best practices
- Start with a small set of clear conditions
- Select only the carriers you want used for automated remarketing
- Revisit your setup as your workflow changes
- Continue using manual remarketing for special cases
---
### ➡️ Common questions
#### Question: Does Automatic Remarketing replace manual remarketing?
Answer: No. Manual remarketing is still available at any time.
#### Question: What if the feature is turned on, but no conditions are added?
Answer: Nothing will run. The automation is effectively inactive until at least one condition is added and saved.
#### Question: How often does ReFocus check for matching policies?
Answer: ReFocus evaluates policies weekly.
---
#### ➡️ Need help?
If you need help setting up Automatic Remarketing, reach out to your ReFocus team or submit a [support request here](https://share.hsforms.com/1cKYQNvogQa6mk6faCaNm2Q4sbg6).
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