New Features
Automated Remarketing – Expanded AMS + Carrier Support
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HawkSoft is now supported as an AMS
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Allstate and Progressive added to the list of remarketing carriers
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Next up: Travelers, Nationwide, Hanover, Foremost, Bristol West, and Hartford
Retrieving Dec Pages
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We've begun retrieving dec pages for current customers as part of the carrier onboarding process so we can use the information
Applied Epic Enhancements
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Activities created by ReFocus can now be assigned:
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An acitivty code
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To a specific employee or work group
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Infrastructure & Optimization
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Internal improvements allow ReFocus to roll out lines of business independently (e.g., launching auto quotes before home is ready)
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Enables faster carrier support expansion
Bug Fixes
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Fixed issue where non-home/auto policies occasionally appeared on the Remarkets page
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Improved quote results formatting
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Resolved edge case bug when connecting a new AMS
Important Notes
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Document retrieval will become a standard part of onboarding for new carriers going forward
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Additional lines of business and AMS support are on the roadmap and actively being worked on
Resources
Knowledge Base: https://refocusai.hubspot.com/kba
Support: https://refocusai.hubspot.com/contact