Onboarding
Everything you need to start using the ReFocus AI platform
Getting Started
- How to add Carriers for Automated Remarketing
- Manual Add Quote
- How to Setup Risk Engineering Rules
- Troubleshooting: Email MFA forwarding is not working
- Troubleshooting: Carrier invite email didn’t reach ReFocus after creating dedicated credentials
- System Requirements for Using ReFocus AI
- How to Complete Steps 4 and 5 of Onboarding
- Setting Up Safeco in ReFocus
- How to add a new user to your ReFocus AI account
- How to Setup Account Monitoring Alerts and Notifications
- How to Configure Account Monitoring Filters