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Using Data Enrichment

Data Enrichment helps increase remarketing quote success by automatically resolving missing or incomplete client data before carrier quoting begins. When enabled, ReFocus AI checks for common data gaps (especially across Home and Auto) and sources missing details from trusted third-party providers so carrier quote requests have the information they need.

Why this matters

When ReFocus AI pulls client data from your AMS for remarketing, you may encounter:

  • Missing required policy or risk details

  • Incomplete or improperly formatted data

  • Carrier quote failures due to insufficient information

These issues can reduce quote retrieval rates and create extra manual cleanup.

✅ Data Enrichment helps by:

  • Improving quote success rates

  • Producing cleaner, more complete policy data

  • Reducing manual intervention

  • Increasing overall remarketing performance

Complimentary credits (included)

Every customer receives:

🎁 200 Free Data Enrichment Credits

  • Automatically available after enabling Data Enrichment

  • No payment method required to start

  • Great for testing and validating ROI

  • Free credits are used before any paid credits

➡️ You can monitor remaining free credits from the Data Enrichment Billing Overview page.

Key features

  • Real-time policy enrichment (before quoting begins)

  • Multiple data sources (Home + Auto)

  • Smart credit system (free → prepaid → pay-as-you-go)

  • Usage analytics

  • Flexible billing options

  • 200 complimentary credits included

How credits work

Pricing: 1 credit = $1 USD

Credits are deducted only when enrichment runs (after you confirm and start the enrichment process).

Credit usage order

  1. Free credits (200 starter credits)

  2. Prepaid credits (if purchased)

  3. Pay-as-you-go billing

✅ You will not be charged until your free credits are fully consumed.

Enable and configure Data Enrichment

💡Before using Data Enrichment in remarketing, you must enable and configure it.

Step 1: Navigate to Data Enrichment settings

➡️ Log in to ReFocus AI
➡️ Click Settings in the left navigation
➡️ In Core Settings, select Data Enrichment

data enrichment settingsYou’ll see an overview pop-up explaining:

  • What Data Enrichment does

  • Key features

  • Billing structure

  • 200 complimentary starter credits

Step 2: Accept and enable

➡️ Review the billing acknowledgment section
➡️ Click Accept and Enable Data Enrichment

Configure billing

After enabling, you’ll land on the Data Enrichment Settings page.

Billing overview (top of page)

You’ll see:

  • Remaining free credits

  • Purchased credits (if applicable)

  • Pay-as-you-go status

Billing options

Option 1: Prepaid credits (recommended for volume)

Best for teams running remarketing frequently.

✅ Benefits:

  • Purchase credits in advance

  • Save ~30% compared to pay-as-you-go

  • Predictable spend for higher volume

➡️ To purchase:

  1. Click Buy Credits

  2. Review available credit bundles

  3. Click Continue to Payment

  4. Enter credit card details

  5. Complete purchase

Option 2: Pay-as-you-go

Best for light or occasional usage.

✅ Benefits:

  • No upfront purchase

  • Credits deducted per enrichment run

⚠️ Notes:

  • Credit card required on file

  • Charges occur only after free credits are exhausted

Select data sources

Scroll to Data Enrichment Sources.

Sources are organized by:

  • Property (Home)

  • Auto

➡️ You can:

  • Toggle individual sources ON/OFF

  • Click Select All Sources to enable everything at once

✅ Only enabled sources will be used during remarketing enrichment.

data toggle

Use Data Enrichment during remarketing

Once configured, Data Enrichment becomes part of the standard remarketing workflow.

Step 1: Start remarketing

➡️ Click Remarkets in the left navigation
➡️ Select the clients you want to remarket
➡️ Click Start Remarket

Step 2: Select carriers

You’ll select carriers for:

  • Home

  • Auto
    (based on the selected policies)

➡️ Click Enrichment to proceed.

Step 3: Review enrichment details

You’ll be taken to the Data Enrichment screen showing:

  • Clients requiring enrichment

  • Number of credits to be used

  • Remaining free credits

  • Selected carriers

  • Applicable data sources

➡️ Click Review and Confirm

Step 4: Final confirmation

You’ll see a final summary including:

  • Selected policies

  • Selected carriers

  • Data sources being used

  • Total enrichment credit cost

  • Whether free or paid credits will be applied

➡️ Click Finish

This initiates:

  • Data enrichment

  • Carrier quote retrieval

  • The standard remarketing process

Best practices

  • ✅ Start small: Use the 200 free credits to trial enrichment on a subset of accounts.

  • ✅ Enable only what you need: Turn on the sources most relevant to your book of business to control usage.

  • ✅ Watch the confirmation screen: The “Review and Confirm” step is the best place to validate estimated credits before running.

  • ✅ Monitor outcomes: Use Usage Analytics to compare quote success rates with and without enrichment.

Troubleshooting

Prompted to add a payment method

  • This happens when free credits are exhausted,  and you don’t have prepaid credits available.

No enrichment occurs during a run

  • Confirm at least one data source is toggled ON in Settings → Data Enrichment.

Credit usage seems higher than expected

  • Review which sources are enabled (Home vs Auto) and confirm how many clients require enrichment on the review screen.

Frequently Asked Questions

Q: Do I need to enter payment information to use the 200 free credits?

A: No. You can use all 200 free credits before adding a payment method.

Q: What happens after I use the 200 free credits?

A: If no prepaid credits are available, the system will prompt you to add a payment method before continuing.

Q: Is enrichment mandatory?

A No. It is optional, but strongly recommended to improve quote performance.

Q: Can I disable it later?

A: Yes. You can toggle data sources off at any time.

Q: When are credits deducted?

A: Credits are deducted only after you confirm and start the enrichment process.

Q: What happens if data enrichment fails or no data is found?

A: Credits for failed enrichments, or the rare situation where no data is found, will be credited back.

Summary

Data Enrichment increases quote success by resolving missing or incomplete AMS data before carrier requests are sent. Every customer receives 200 complimentary credits to test the feature risk-free and evaluate its impact on remarketing performance.

➡️ Need help? Contact ReFocus AI Support through your standard support channel (in-app support or your assigned CSM).