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How to Connect ReFocus AI with Your HawkSoft

Connecting ReFocus AI to your HawkSoft system takes a short setup in HawkSoft 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: Enable ReFocus AI in the HawkSoft Marketplace

  1. Confirm that you have Marketplace access in HawkSoft.
  2. In the Marketplace, search for ReFocus AI and enable both Read and Writeaccess.

Step 2: Connect HawkSoft in ReFocus AI

  1. In a browser tab, go to the ReFocus AI Platform and create an account if you do not already have one.
  2. Once logged in, navigate to:
    Settings → AMS → Select HawkSoft
  3. Enter your Agency ID. It appears on the HawkSoft desktop login screen. Not sure where to find it? See How to find your Hawksoft Agency ID?.
  4. Click Authenticate to connect HawkSoft to ReFocus AI.

For more detail, see How to Connect ReFocus to Your HawkSoft AMS System.

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 HawkSoft.

  • 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.