Managing Your Client List: PartnerXE

GloveBox relies on the data within your AMS to pull over into GloveBoxHQ, ClientHub, and the Mobile Apps. Here are instructions for you to set up your reports and ensure your AMS is set up properly for a GloveBox data import.

Below are the instructions to create your Client List report, which is what GloveBox uses to pull in data from the PartnerXE AMS.

Step 1: Open PartnerXE Agency Desktop

Open your PartnerXE Agency Desktop console.

• Navigate to 'Query Builder.'
  • In the menu list at the top, select the 'Tools' dropdown.
  • In the Tools menu, select 'Query Builder,' then select 'Create Query.'

Step 2: Configure the Query Builder
First, Set Up Result Columns.

• From the 'Query Builder screen, you can select columns to include, sort, and add filter conditions to the report. 
  • In the 'Result Columns' field, click the green text which reads 'Click here to add new columns' to view available columns to add to the report.

Next, add Policy-Related Columns.

• In the menu that appears, hover your mouse over 'Policy,' then select each available Policy data column. Select all of the options except for LOB Details. This will add the policy data to your report. 

Then, verify that all of the following columns have been added to your report.

Number	Client Name	Company Name	Effective Date	Expiration Date
Writing Company Name	Status	Writing Company NAIC	Inception Date	LOB Code
LOB	LOB Subline	Product Code	Company Contract Number	Producer Subcode
Full Term Premium	Producer	CSR

 

Now, add your Client-Related Columns.

• In the menu that appears, hover your mouse over 'Client,' then select the relevant Client data columns to include in the report. This will add the client data to your report. 
  • For 'Phone' and 'Email,' include all columns from the sub-menus that appear.
  • Do NOT include Client Social Security Number or Tax Number.
    

Then, verify that all of the following columns have been added to your report.

Phone > Type	Phone > Description	Phone > Number	Phone > Extension	Email > Type
Email > Description	Email > Address	Active	ID	Company Name
CSR	Name	Secondary Name	Producer	Salutation
Since	Sort Name	Title	Type

Step 3: Add Effective Date Filter
In the 'Query conditions' field, add an Effective Date filter to include only currently active policies.

• Click the green text to 'Add a new Condition.'

 

• • Select 'Policy > Effective Date.'
    • Click 'Is' and select the option 'Is After (Specific Date).' Click the 'Date' field, and select the calendar icon. Navigate backwards by 1 year and 2 months, and select the date 14 months prior to today.
    • Once the date is selected, press 'Enter,' then close out of the Calendar menu. Ensure the date you selected shows in the Condition.

Step 4: Save and Share the Query
First, Click the 'Save/Share Query' button at the top of the Query Builder window.

• Enter a name for your report. Use the following format: [AGENCY ID] [AGENCY NAME] - GloveBox Master Report.

Then, Set Sharing Options for the report.

• GloveBox recommends selecting 'This query should be available to all users in the agency' so other staff members can run and email the report if needed.

Finally, Save the Report by clicking 'Save' at the bottom of the screen.

• Once saved, the report should appear on the right-hand side of the screen, under 'Shared Queries.'

Step 5: Run and Export the Report
GloveBox requires that your agency send this report at a minimum of once per week, though you can send as frequently as every day. 

First, you'll run the report and generate a preview. 

• Navigate to 'Tools' > 'Query Builder' > 'View Saved Queries.'
• Select the saved report under 'Shared Queries' to access the 'Query Builder - Results' screen. This will display a preview of the report for you to review.

Then, Export the report as a .CSV file to Excel.

• Click 'Export to Excel,' which will download the report. Then, ensure the download is saved as a CSV file and 'Save' the file to your computer.

• • If necessary, rename the report to the following format: [AGENCY ID] [AGENCY NAME] - GloveBox Master Report.

Step 6: Send the Report to GloveBox

• Open your email and create a new message. Attach the exported report.
  • Send the email to clientlist@gloveboxapp.com.
  • Use the subject line: [Agency_ID] - [Agency_Name] GloveBox Master Report.
  • Click 'Send.'

• Add a task or calendar hold for yourself as a reminder to send the list. 

By following these steps, you can ensure that your GloveBox reports are generated and sent correctly. If you have any questions or encounter any issues, please reach out to your Customer Success point of contact for assistance.