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Hawksoft

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

How Hawksoft customers use ReFocus AI

Access data via API

ReFocus AI uses Hawksoft’s API to process required data

Analysis

ReFocus AI surfaces at risk and potentially dissatisfied clients

Automation

ReFocus AI sends data back to Hawksoft to automate task creation & email notifications

Using recommendations

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

What Does It Look Like In Hawksoft?

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

Hawksoft + AgencyZoom Workflow

How Hawksoft + AgencyZoom customers use ReFocus AI.

Access data via API

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

Analysis

ReFocus AI surfaces at risk and potentially dissatisfied clients.

Automation

ReFocus AI sends data back to Hawksoft, 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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