In TAM go into the Reports Tab on the left.



On the left side, press Search > Save as User-Defined (under output destination) > Policies Current (under Report Choices)



On the Criteria Tab, select the Lines of Business choice. Move the Personal Lines over to the selected section



Also, for Record Listings> Only One Per Policy>OK



Go to the Field/Sort Tab> Under the Data File Choices switch between Policy Data and Customer Data to select the fields listed below. Once you have selected these fields, press Save.

First Written Date
Policy Effective Date
Policy Expiration Date
Policy Type
Total Commission Amount
Policy Number
Issuing Company
Policy Premium
Policy Status
Lines of Business
Phone
Email address
Customer street
Customer city
Customer state
Customer zip
Producer
Customer number
Customer name



Go back to Report Selections> Press the Run button on the top left corner.



For report title put Rocket Referrals Personal> for Default Output Destination press the little printer icon and select Excel-Raw Data> Press Okay. The system will let you know that your report has been saved successfully.



Go to the User Defined tab on the left side> select User Defined Searches and select the Rocket Referrals Personal report. Under the Output Destination select Excel-Raw Data and press the Run button on the top left corner.



Send to send output to a new file name > Ok.



Once done copying, press Yes to load the excel file.



Once the file has downloaded, save it to your computer. Go into Rocket Referrals> Contacts Tab> press the green Import Contacts dropdown> Upload a New File. Once the file is checked, press the Next button and map the fields from TAM to the fields in Rocket Referrals.