Go to your Set Up Tab in Rocket Referrals > press the grey Integrations button.



Press the configure button next to AgencyBloc.



Insert the SID and Key into the proper fields ([1] and [2] respectively) and press Test Connection [3]. Once the test connection is successful, press save [4] at the top of the page and wait 5-10 minutes for the connection to sync.

Note: You will need to contact AgencyBloc for your SID and Key



Once Rocket Referrals is successfully connected to AgencyBloc, select the Sync Settings tab



Under General Settings check the Active Policy Required box. This will ensure that all contacts pulling over have at least one active policy.



Under the Agents section, select which agent's contacts you wish to have pulled into Rocket Referrals. Only contacts who are assigned to the selected agents will be pulled into Rocket Referrals.

Note: You will have to create a user profile for each agent.



Under the Individual Types section, map the fields in AgencyBloc to the fields in Rocket Referrals.

Note: If you do not wish to import that individual type into Rocket Referrals (prospects, ex-prospect, etc) leave the Rocket Referrals field as Ignore Don't Import.



Under Individual Status map the fields in AgencyBloc to the ones in Rocket Referrals.



Note: The information you are mapping to Rocket Referrals can be found in AgencyBloc under a contact's Individual Detail section. The information is pulled from the field with the matching number. 



Chose which policies you wish to include in Rocket Referrals.



Match the policy status in AgencyBloc to the status in Rocket Referrals.



Note: The information you are mapping to Rocket Referrals can be found in AgencyBloc under a contact's Policy Detail section. The information is pulled from the field with the matching number.



Turn the AgencyBloc integration toggle switch [1] on the top of the page in the On position and press Save [2].