Building Customers by Office Report

In your Agency Matrix account, select the Reports tab at the top of the page.



Select Customers under the Production section.



Set the criteria for your report.



Make sure that Report Template is set to Current Default - Standard Columns.

Under the Report Selection section, make sure that all relevant Employees, Policy Types, and Customers are selected. Make sure that Customer Status is set to Any.

Under the Other Selection section, make sure that "With Active Policies" is set to YES.

Select Run Report.



Select CSV at the top of the page to generate a downloadable report file.





Save the report to your computer by clicking File > Save.

Go into your Rocket Referrals account, and go to your Contacts tab. Press the Green Import Contacts button > Import a new file, Browse for the file, wait for it to upload and press Next. Once on the mapping screen, map your screen as shown below and press Preview Import, and then Looks Good, Finish.



Setting Customers by Office Report for Automatic Delivery

In your Agency Matrix account, select the Reports tab at the top of the page.

Select Customers under the Marketing section.

Select "Save Reports for Future Use or Schedule Report to Run Automatic" towards the bottom of the page.



Set the scheduled delivery accordingly.



Name the report.

Set Frequency to Daily.

Set Report Type to CSV.

Set Next Run Date for the next morning, and set New Run Hour for a time early in the morning, like 3AM.

Insert the Rocket Referrals-generated email into the Report Email field.

Select Save.

Next Step: Building the Book of Business Report.

You will want to make sure that the Customers by Office report is scheduled to be imported BEFORE the Book of Business report each day.

Building the Book of Business Report.