---
title: How to Connect ReFocus AI with Your EZLynx
description: Learn how to connect EZLynx to ReFocus AI, including your Organization ID, MFA forwarding, and applicant upload, so you can start monitoring accounts.
---
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October 26, 2026
# How to Connect ReFocus AI with Your EZLynx
## Connecting ReFocus AI to your EZLynx system takes a short setup in EZLynx 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: Gather Your Details and Authorize ReFocus AI**
1. Find your EZLynx **Organization ID**: In EZLynx, go to **Admin → Invoices** and open any invoice. The Organization ID appears on the invoice. See [Step 1: How to find your EZLynx organization ID](https://knowledge.refocusai.com/how-to-find-your-ezlynx-organization-id?hsLang=en).
2. Email [ezl-wssupport@appliedsystems.com](mailto:ezl-wssupport@appliedsystems.com) and ask them to add ReFocus AI as an integration partner for your agency. Copy your Customer Success Manager (CSM) and [support@refocusai.com](mailto:support@refocusai.com) on the message. See [Step 3: Providing Access to the EZLynx API](https://knowledge.refocusai.com/providing-access-to-the-ezlynx-api?hsLang=en).
#### **Step 2: Connect EZLynx 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 → Integrations → Select EZLynx**
3. Enter your **Organization ID**, **username**, and **password**, then click **Save**.
4. **Set up MFA forwarding:** In EZLynx, set MFA to **email**, and forward the MFA emails to your agency's ReFocus AI MFA address (it ends in `-mfa@refocusai.com`). See [Step 2: How to Set Up EZLynx Credentials + MFA Forwarding](https://knowledge.refocusai.com/how-to-set-up-ezlynx-credentials-mfa-forwarding?hsLang=en).
5. **Upload your applicant list:** In EZLynx, export the **Active Customers with Email** report and keep only the **Applicant ID** column. Save the file as a CSV that matches the ReFocus AI template, then upload it to ReFocus AI. See [Step 4: How to export active applicant IDs from EZLynx](https://knowledge.refocusai.com/how-to-export-current-and-historical-policy-ids-from-ezlynx?hsLang=en).
#### **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 EZLynx.
- **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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