New Features
- Automated remarketing support for Andover, Edison, Florida Peninsula, and Ovation carriers.
- QQ Catalyst integration to import customer and policy data for account monitoring.
- Applied Epic integration for account monitoring is now live for agencies not using the Applied Epic API
Improvements
- Enhanced filtering to select and quote only eligible carriers for remarketing based on customer’s state and line of business.
- We'll now notify you via email and an in-app banner if carrier credentials are invalid with a link to go in and correct them.
- Improved login experience for un-verified users
Bug Fixes
- Resolved issue with Hawksoft log note assignment dropdown not updating after a selection was made.
- Corrected carrier name display in Lines of Business section when adding carrier credentials.
- Fixed SSO login server-side exceptions.
- Addressed occasional stuck remarketing results.
- Fixed dashboard displaying the incorrect date range for account monitoring results
- Fixed issue where changes were not being saved in the audit panel dialog
Important Notes
You can manage carrier credentials in Settings > Carriers, where you can also set which lines of business and states each carrier supports. This ensures we only quote with a carrier when they’re appointed for the selected line of business in that state.
Need Help?
For detailed instructions and support, please visit our knowledge base: https://refocusai.hubspot.com/kba
If you have any questions, please contact our support team: https://refocusai.hubspot.com/contact
Thank you for using ReFocus AI!
The ReFocus AI Team