Agency Experience Report Email Automation

Release Date: December 1, 2021

What’s new?

The Agency Experience Report can now automatically email all or certain agencies their own personal Agency Experience Report in PDF or in .zip format in Attachments.

How does it work?

All agencies that have elected to receive commission statements electronically will receive their Agency Experience Report PDF. This is based on each agency’s email settings in the Contacts module. The Send Commission Statement Electronically option must be enabled.In the Agency Experience report settings, users can enable the Select to automatically email all agencies their individual Agency Experience PDF option or the Select to email Configured agencies via Manage Recipients, their Agency Experience PDFs option. See Figure 1.

Figure 1: Agency Experience dialog box.

These options enable the automatic emailing of the Agency Experience PDF to all agencies or specifically configured agencies by simply running the report with the desired option enabled.