Service & chat
Native Base
Done-for-you workflow automation for independent agencies, for one flat monthly fee.
All tools › Service & chat › ReFocus AI
ReFocus AI
Uses AMS and CRM data to flag clients at risk and drive proactive retention outreach.
Want AI flows that work with ReFocus AI and AgencyZoom or AMS360? Learn to build them in AI for Insurance Professionals, with weekly live workshops on real agency work.
Join AI for Insurance Professionals →AMS integrations
| AMS | Source |
|---|---|
| AgencyZoom | Tool vendor site/docs |
| AMS360 | Tool vendor site/docs |
| Applied Epic | Tool vendor site/docs |
| EZLynx | Tool vendor site/docs |
| HawkSoft | Tool vendor site/docs |
| QQCatalyst | Tool vendor site/docs |
More tools in Service & chat
Service & chat
Insurance Agent App
Client self-service app: ID cards, COIs, policy info and service requests.
Service & chat
GloveBox
Branded client app for policy access, service requests and quote requests.