New Features
Manual Quote Entry
-
Agencies can now manually add quote results (premium and coverage) for carriers not yet supported by ReFocus
-
Allows side-by-side comparison of manual quotes with automated ones
Missing Fields Prompt
-
When AMS data is insufficient to generate a quote, the portal now prompts users to enter required fields before attempting a quote
Applied Epic Enhancements
-
For agencies using Applied Epic without the API, ReFocus can now create activities for at-risk accounts
Carrier Expansion
-
Added Quincy Mutual
-
Added GeoVera
QQ Catalyst
-
New onboarding UI for QQ Catalyst integration
Automated Billing
- Foundations for automated billing via Stripe implemented
Improvements
-
Strengthened internal foundations to support automated billing rollout via Stripe
-
Refined prompts and messaging for missing AMS data to ensure smoother quoting
Bug Fixes
-
Fixed issue where users without a validated email address could not log in
-
Resolved bug where automated remarketing sometimes displayed quotes with the current carrier
-
Fixed HawkSoft tasks not being assigned to the correct user
-
Resolved issue where unsupported carriers sometimes appeared in quote results
-
Fixed duplicate policyholders showing on the Remarkets table
-
Corrected incorrect rate occasionally pulled into the dwelling amount for automated remarketing
-
Fixed issue where clients in the Recent Remarkets tab were not appearing in All Clients tab
-
Fixed issue with HawkSoft task assignment dropdown not updating after selection
Important Notes
-
Manual quote entry enables agencies to capture comparisons for carriers not yet integrated
-
Document retrieval, billing, and additional carrier support are actively in progress
Resources
Knowledge Base https://refocusai.hubspot.com/kba
Support https://refocusai.hubspot.com/contact