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Description
Bridge — populate carrier forms and streamline quoting; Refocus session optional. Bridge by ReFocus is a secure browser extension for insurance professionals who use the ReFocus platform. Bridge helps agency and carrier operations teams move faster by bringing trusted ReFocus customer and policy context directly into supported carrier quote pages. Instead of retyping information from your AMS, audit data, or ReFocus workflow, Bridge helps populate eligible carrier forms with structured data from ReFocus. ⚡ Less manual entry. Fewer transcription errors. Faster quote workflows. 🔐 Secure ReFocus Access Bridge uses your organization’s existing ReFocus authentication model. Users sign in through ReFocus and access only the organizations, customers, and workflows available to them under their company’s deployment. 🧭 Controlled Workflow Handoff Bridge guides users through a structured selection process: 1. Choose the correct organization (when needed) 2. Select the customer 3. Confirm policy context 4. Continue into the supported carrier workflow This helps ensure the right customer and policy information is used before data is applied to the active carrier page. 🏠 Policy-Aware Quoting Support Supports workflows aligned to ReFocus business rules for eligible personal-lines policy types (e.g., Personal Auto and HO‑3), with clear handling support for other lines of business (e.g., umbrella, small commercial, etc). ✍️ Smart Form Population Bridge maps ReFocus audit and AMS-aligned data into supported carrier fields to help accelerate quoting. This reduces duplicate entry, improves consistency, and helps teams spend less time copying data between systems. ⚙️ Configurable for Your Environment Bridge can be configured for production, staging, or local environments. Users and administrators can manage API and portal base URLs based on their approved ReFocus deployment. 🧩 Built for Carrier Workflows Bridge is designed for side-panel use alongside carrier quote sites. It includes enterprise-friendly connection settings, sign-in, sign-out, and environment controls to support rollout across teams. 👥 Intended Users Bridge is intended for licensed and unlicensed agency and brokerage staff who already use ReFocus and regularly complete carrier-hosted quote forms. 📌 Important Notes Bridge operates only against ReFocus API endpoints and carrier origins permitted by your organization’s deployment and extension configuration. Carrier site behavior, availability, and compliance obligations remain governed by each carrier’s terms and your organization’s internal policies. 🛟 Support For onboarding, tenant URL configuration, infrastructure questions, network restrictions, or edge configuration support, contact your ReFocus administrator or ReFocus support.