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How to add Carriers for Automated Remarketing

Use this guide to add carrier access in ReFocus so we can quote successfully for automated remarketing.

✅ Before you click anything (required)

This should be completed by the person assigned to carrier setup

Proceed only if you have:

  • ✅ ReFocus AI: Account Admin

  • ✅ Carrier portals: Can create/manage users

  • ✅ Email system: Can set up forwarding (or can pull in IT immediately)

If you’re missing any of the above: STOP and involve the right admin(s). Carrier setup will fail without these.

✅ Step 0 — Choose the correct path (pick one)

Path A (preferred): Dedicated ReFocus Credentials

Use this when the carrier allows a separate login for support/unlicensed users.
➡️ You will create a new carrier portal user using the exact ReFocus-provided email shown in the carrier settings page.

Path B: Agency-Provided (Licensed) Credentials

Use this when the carrier requires logins tied to licensed agents.
➡️ You will enter a licensed user’s login and set up MFA email forwarding from that mailbox.

Not sure? STOP and confirm before you continue.

✅ Step 1 — Open the carrier in ReFocus

  1. Log in to ReFocus: app.refocusai.com

  2. Go to Settings ➡️ Carriers

  3. Search for the carrier → click it to open the carrier settings page

Next: follow Path A or Path B below.

Path A (preferred) — Dedicated ReFocus Credentials

A1) Copy the exact ReFocus email (must-do)

  1. Under Credential Details, select Dedicated ReFocus Credentials

  2. Copy the ReFocus-provided email shown on the page

⚠️ Use this exact email (do not use a generic inbox or placeholder)

If the carrier uses SMS MFA:


  • Check Do you require a phone number for SMS MFA

  • Copy the phone number provided by ReFocus (you’ll enter it in the carrier portal)

A2) Create the user inside the carrier portal

In the carrier portal, create a new user:

  • Email: (paste the ReFocus-provided email)

  • First Name: ReFocus AI

  • Last Name: Intelliagent

  • Agent Code: Your agency code (recommended when available)

  • Phone (SMS MFA only): Use the ReFocus-provided phone number

✅ If you see “Send activation/invite email,” make sure it’s enabled.

A3) Enter credentials in ReFocus and save

Back in ReFocus:

  1. Enter the username/password you created for that carrier user

  2. Add agent code if applicable

  3. Click Save

What happens next: ReFocus will confirm the carrier’s invite/MFA is received and complete verification.

If it’s not received, your Customer Success Manager will notify you and you should follow:
https://knowledge.refocusai.com/how-to-set-up-mfa-email-forwarding-to-refocus-ai

Path B — Agency-Provided (Licensed) Credentials + MFA Forwarding

B1) Enter licensed credentials in ReFocus

  1. Under Credential Details, select Agency-Provided Credentials

  2. Enter the licensed user’s username/password

  3. Add agent code if required

  4. Copy the email shown in MFA Forwarding Setup (you will use it next)

B2) Create the forwarding rule

In the licensed user’s mailbox, create a rule to forward carrier MFA emails to the ReFocus forwarding address you copied.

 

💡If your organization blocks external forwarding, involve IT and follow:
https://knowledge.refocusai.com/how-to-set-up-mfa-email-forwarding-to-refocus-ai

B3) Save

Click Save. ReFocus will verify. If MFA isn’t received, your CSM will let you know.

✅ Step 2 — Set Lines of Business + States (required)

  1. Lines of Business: select what you want to quote with this carrier

  2. States: select All or choose specific states

  3. Click Save

⚠️ ReFocus may remove states automatically when carriers decline new business in those states to avoid unnecessary quoting.

Need help?

If you get stuck—or you’re unsure which path to use—stop and open a support ticket in the ReFocus portal (bottom-left ➡️ Get Help). Your Customer Success Manager will guide you.