Go-Live Checklist
Use this checklist to confirm your agency is ready to go live on ReFocus AI. Review it alongside the other articles on the ReFocus AI support portal, which explain each step in detail. Steps marked optional can be skipped if they do not apply to your agency.
1. AMS setup
☐ Authenticate the AMS connection.
☐ Configure notification settings.
☐ Connect your CRM (optional). Complete this if you use a CRM and want ReFocus AI to write to it.
☐ Wait for ReFocus AI to complete the data sync.
☐ Complete any data sync dependencies that rest with you, such as enabling ReFocus AI in your EZLynx account.
☐ Set up data mapping.
☐ Set up filter options.
2. Verify synced data
☐ On the ReFocus AI portal, go to Remarket > All Clients and verify the synced data.
3. Dashboard
☐ On the Monday after your AMS is set up, review the account monitoring results.
☐ Download the results file and verify it.
4. Role-based access control
☐ Admin reviews the available roles.
☐ Modify existing roles or create new ones (optional).
☐ Invite users (optional).
5. Carrier setup
☐ Choose the credential type: Dedicated or Agency-Provided.
☐ If you choose dedicated credentials, create them on the carrier’s website and notify ReFocus AI at support@refocusai.com.
☐ Add lines of business.
☐ Add states.
6. MFA forwarding
☐ If you chose agency-provided credentials, set up MFA forwarding in your email system.
☐ Verify that MFA forwarding works on the carrier settings page.
☐ If the carrier requires SMS-based MFA, copy the phone number shown on the carrier setup page and add it to the carrier’s account.
7. Data enrichment
☐ Enable data enrichment (optional).
8. Risk engineering
☐ Set up business rules for General, Home, and Auto.
☐ Update the default values and choose whether incumbent values should be used.