EZLynx-2

Workflow

EZ Lynx

ReFocus AI creates an end to end process that does the “thinking” for you,
providing only the renewals that need your focus and attention.

ReFocus AI uses EZLynx’s API connector (mandatory) to process required data.

ReFocus AI surfaces at risk and potentially dissatisfied clients.

ReFocus AI creates an automated spreadsheet collating recommendations.

Either a manager distributes recommendations by account owner, or tailored spreadsheets by account owner are sent automatically.

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

How EZ Lynx + AgencyZoom customers use ReFocus AI.

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

ReFocus AI surfaces at risk and potentially dissatisfied clients.

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

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