In order to learn about new customers and other transactions that occur in your EZLynx, ReFocus AI must be authorized as a connector.
During step one of connecting ReFocus AI with EZLynx, where you authenticate, you will need to send the following email to EZLynx customer support:
Send to: ezl-wssupport@appliedsystems.com
Hi EZLynx API Team,
I hope you're doing well. We'd like to request that ReFocus Al be added
as an integration partner to our EZLynx account so their system can
connect via your API.
Here are our account details for reference:
Agency Name: [Agency Name]
EZLynx Account ID (if known): [Account ID or N/A]
Primary Contact: [Name, Email, Phone]
Please let me know if there's any other specific form or authorization
process required to complete this setup.
You can copy their technical contact, support@refocusai.com, on your
reply for coordination.
Thank you for your help in getting this integration activated!
Best regards,
[Customer Name]
[Title]
[Agency Name]
💡Fill in the placeholder information with specifics about your agency.
Helpful suggestions
- We recommend cc'ing your customer success manager on the email
- You should hear back within 3 business days from EZLynx. If you do not, we recommend following up to prevent delays with your onboarding.
How to get help 🙋♀️🙋♂️
If you need help at any point, the fastest path is to open a support ticket:
➡️ In the ReFocus web portal, click Get Help (bottom-left) and submit your request.
➡️ Or submit directly here: https://share.hsforms.com/1cKYQNvogQa6mk6faCaNm2Q4sbg6
Tip: When requesting help, include the step you’re on (AMS/CRM sync, data settings, carriers), the name of your system, and screenshots if possible.