---
title: How to Connect ReFocus AI with Your AMS360
description: Learn how to connect AMS360 to ReFocus AI, from the AMS360 setup to your first data sync, so you can start monitoring accounts and remarketing renewals.
---
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October 26, 2026
# How to Connect ReFocus AI with Your AMS360
## Connecting ReFocus AI to your AMS360 system takes a short setup in AMS360 and in the ReFocus AI platform, followed by an automated data sync that prepares your account for onboarding.
This guide walks you through each step so you can start using ReFocus AI's remarketing and account monitoring capabilities.
#### **Step 1: Prepare AMS360**
An agency administrator completes these actions in AMS360. AMS360 is used on Windows with Edge, Chrome, or IE11.
1. Log in to AMS360.
2. Share your **Agency Number** with your ReFocus AI onboarding specialist. Not sure where to find it? See [How to Find Your Agency Number in AMS360](https://knowledge.refocusai.com/how-to-find-your-agency-number-in-ams360?hsLang=en).
3. **EMS:** Go to **Administration → Application Catalog** and subscribe to **ReFocus AI**. Create an App User (for example, `ReFocusAI` or `RFAI`) and copy the **Access Key**.
4. **WSAPI:** Go to **Administration → Web Service API** and click **Add**. Enter the login `REFOCUSAI_[Company]` and a password. Under Entity Access, select **Check All** and click **Save**.
5. **Custom Action:** Go to **Activity/Suspense Setup**, create a new action named `zzzReFocusAI`, and click **Save**.
6. **Profile Questions:** Add the following profile questions, then click **Save**:
- Cancellation Risk
- Confidence\_Quality
- Confidence\_Quantity
- Cancel\_reason\_expct
- Date of prediction
For screenshots of each screen, see [How to integrate with AMS360](https://knowledge.refocusai.com/how-to-integrate-with-ams360?hsLang=en).
#### **Step 2: Connect AMS360 in ReFocus AI**
1. In a browser tab, go to the [ReFocus AI Platform](https://app.refocusai.com/auth/register) and **create an account** if you do not already have one.
2. Once logged in, navigate to:
**Settings → AMS → Select AMS360**
3. Enter your **WSAPI** and **EMS** credentials.
4. Click **Next** to connect AMS360 to ReFocus AI.
#### **Step 3: Set Monitoring Timeframes**
ReFocus AI lets you set how far in advance you want to begin monitoring accounts for remarketing opportunities:
- **Personal Lines:** Typically **45 to 60 days** before renewal
- **Commercial Lines:** Typically **90 to 120 days** before renewal
Adjust these settings based on your agency's workflow preferences.
#### **Step 4: Initial Data Sync**
Once your settings are saved, ReFocus AI begins syncing your data from AMS360.
- **Sync duration:** Typically **4 to 5 days**
- You receive an **email notification** when the sync is complete, inviting you to continue the onboarding process inside the ReFocus AI portal.
#### **Step 5: Data Mapping in ReFocus AI**
Before you can use the full capabilities of ReFocus AI, you complete a **short data mapping exercise**:
- Map data such as **Active Policies** to the correct fields in ReFocus AI.
- If you have any questions, your **Customer Success Manager (CSM)** can walk you through the process.
#### **Step 6: Start Seeing Results**
Within about **one week** of completing data mapping, you begin to see:
- At-risk accounts flagged for review
- All of your renewals within a 60-day window, with the option to remarket these policies
Your team can then work more efficiently, focus on higher-value client interactions, and service more accounts in less time.
**Tip:** For the best results, review your monitoring timeframes quarterly and adjust them based on market conditions, carrier changes, and renewal trends.
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