QQ Catalyst Integration with ReFocus AI

Workflow

QQ Catalyst

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 QQ Catalyst’s API to process required data from your ams 360 system.

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

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

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

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

How AMS360 + 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.