Logical Arguments

Equals
Does not equal
One of the following: Field contains the selected items
Begins with: The field begins with user’s input
Ends with: The field ends with user’s input
Contains: Whether or not the field contains the user input
Is empty: field is empty
None of the following: Field contains none of the selected
On:
Not On:

Client Detail Fields

Contact type: Type of customer the client is
Options: Customer (Active), Prior Customer (Inactive), Professional, Personal, Professional

Account Number: External Client ID
Options: User Input

Customer Since Date: Customer begin date / First written
Options: Specific date, # of days, # of months

Customer End Date: Customer termination date / Becomes inactive
Options: Specific date, # of days, # of months

Net Promoter Score: Net Promoter Score
Options: Detractor, Neutral, Promoter

Likelihood to refer: Based on an algorithm that determines the likelihood to refer
Options: Low, Medium, High, Very High

Given a referral: Client referred someone
Options: Specific date, # of days, # of months

Referred by someone: Client was referred
Options: Specific date, # of days, # of months

Primary Contact: Primary Agent / Producer / CSR
Options: Rocket Referrals’ user dropdown

City: City
Options: User Input

State: State
Options: State selection dropdown

Zipcode: Zipcode
Options: User Input

Referred On: Date client was referred
Options: Specific date, # of days, # of months

Active product count: # of policies
Options: User Input (#)

Revenue: Annual premium of all active policies / Total revenue
Options: User Input

Organization name: Business/Company Name
Options: User Input

Email: Email of the primary insured
Options: User Input

Customer Age: Customer Age
Options: User Input

Customer Birthday: Customer Birthday
Options: Specific date, # of days, # of month

Product Detail Fields

Product Status: Whether the policy is active or inactive or a quote
Options: Active, Inactive, Quote

Product Active On: When a product became active for a client
Options: Specific date, # of days, # of months

Product Inactive On: When a product became inactive for a client
Options: Specific date, # of days, # of months

Product number: Policy number from the management system
Options: User input

External Product ID:
Options:

Sales User ID:
Options:

Support User ID:
Options:

Quote Price:
Options:

Price: Specific policy price
Options: User input

Commission: Policy commission
Options: User input

Category: Determines whether the policy is personal or commercial
Options: Personal, Commercial

Name: Policy Name
Options: User input

Type: Policy Type (Auto, Home, Personal Umbrella, etc.)
Options: User selection based on policy types that were sent from the management system

Provider: Writing company
Options: User Input

Renewal On: When a client’s policy is set to renew
Options: Specific date, # of days, # of months

Testimonial Fields

Original Text (Non-edited): Text of a testimonial
Options: User input

Published: Testimonials that are published or not
Options: Yes, No

Anonymous: Whether or not a testimonial is anonymous
Options: Yes, No

Given on: When a testimonial was given
Options: User input, # of days, # of months

Survey Fields

Score: Survey score
Options: User input (0-10)

Status:
Options:

Reviewed: Whether or not the feedback was reviewed
Options: Yes, No

Ok to share: Testimonial is ok to be shard
Options: Yes, No

Responded on: When a survey was responded to
Options: Specific date, # of days, # of months

List fields

Contact: Contact
Options: Selection of existing lists