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Knowledge Center
Technical Documentation
Technical Documentation
Read reference documents for integrating your system and configuring it to work with ReFocus AI
General
Supported Integrations: AMS + CRM Systems
Decoding SQL Joins: The Key to Enhanced Insurance Data Analysis
Jetfile
Creating Custom Fields in Jetfile
Applying color coding in Jetfile
AgencyZoom
How to integrate with AgencyZoom
How to Use ReFocus AI Tags Inside AgencyZoom
AMS360
How to integrate with AMS360
How to Find Your Agency Number in AMS360
EZLynx
Step 3: Providing Access to the EZLynx API
Step 2: How to Set Up EZLynx Credentials + MFA Forwarding
Step 4: How to export current and historical policy IDs from EZLynx
Step 1: How to find your EZLynx organization ID?
Hawksoft
How to Connect ReFocus to Your HawkSoft AMS System
How to find your Hawksoft Agency ID?
Salesforce
How to integrate with the Salesforce API
Updating Case Creation by Confidence in Salesforce
Applied Epic
How to Configure Applied EPIC Reports for ReFocus AI Integration
How to find your Applied Epic API Credentials
How to Connect Applied Epic APIs to ReFocus (Applied DevCenter Setup)
QQ Catalyst
How to connect QQ Catalyst to ReFocus
MomentumAMP
How to Connect ReFocus AI with Your MomentumAMP
