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Seamless AMS360 Integration for Smarter Renewals

ReFocus AI integrates directly with AMS360 to streamline your renewal process by identifying and prioritizing at-risk accounts. No more sifting through endless policy data, surfacing only the renewals that need your focus and attention, so your team can work smarter, not harder.
AMS360 customers
user experience
AMS360 + AgencyZoom

How AMS360 customers use ReFocus AI

Access data via API

ReFocus AI uses Vertafore’s API to process required data from your ams 360 system.

Analysis

ReFocus AI analyzes your data to surface at risk and potentially dissatisfied clients.

Automation

ReFocus AI sends data back into AMS360 to automate task creation & email notifications.

Using recommendations

Customer uses either a centralized report, or tasks by account owner.

What does it look like in AMS360?

Here is the user experience, showing how your team would use ReFocus AI recommendations.

AMS360 + AgencyZoom Workflow

How AMS360 + AgencyZoom customers use ReFocus AI.

Access data via API

ReFocus AI uses Vertafore’s API to process required data.

Analysis

ReFocus AI surfaces at risk and potentially dissatisfied clients.

Automation

ReFocus AI sends data back to AMS360, which is published into AgencyZoom.

Using recommendations

Tasks by account owner, or centralized dashboards showing all at risk renewals are automatically created. Email notifications can also be utilized.

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