New Features
Expanded Carrier Support
-
Progressive Home added (joining Progressive Auto)
-
Hanover
-
Foremost Signature
Carrier Credential Management
-
Users can now enter and manage carrier credentials directly in the ReFocus portal
-
Agencies can specify which lines of business and states to activate for quoting
Expanded Customer Visibility (EZLynx, HawkSoft, AMS360)
-
Agencies using EZLynx, HawkSoft or AMS360 can now see all active customers with home/auto policies on the Remarkets page
-
Previously limited to policies renewing within 60 days
Improvements
-
UI cleanup across the app:
-
Fixed text overflow issues
-
Improved capitalization consistency
-
Polished field labels and terminology in HawkSoft onboarding
-
Bug Fixes
-
Weekly account monitoring results now consistently display for all users
-
Fixed broken link in weekly ROI email for certain customers
-
Resolved issue where last names were not shown on the Remarkets page
-
Fixed unclear form behavior during HawkSoft onboarding
Important Notes
-
Additional carrier + AMS support is actively being worked on
Resources
Knowledge Base https://refocusai.hubspot.com/kba
Support https://refocusai.hubspot.com/contact