Integrate Applied EPIC with ReFocus AI

Workflow

Applied

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 Applied’s API suite (mandatory) to process required data.

ReFocus AI surfaces at risk and potentially dissatisfied clients.

ReFocus AI sends recommendation data back into EPIC.

Tasks by account owner, or centralized spreadsheet are automatically created. Email notifications can also be utilized.

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

How Applied + 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.