Let's Get Your Reporting for
Agency Assessment Set Up


It is critical that you send the data in the template format provided.

If you would like additional fields on your reports please see your APP Rep and we can identify pricing.

Note All Reports Should Be Uploaded in Excel File Format & Not Emailed to the APP Team for Data Security Measures

Have questions on the reporting please email reports@agencyperformancepartners.com or reach out to your APP Rep. 

Watch this video on our process to get your data set up, reviewed and processed for your Agency Assessment Program.

Initial Data Set Up Information

🌟🌟Review our Knowledge Base Article On What Reports Are Needed From Agency Matrix🌟🌟

Matrix Agency Reporting Guide

Initial Report Upload: Activity Report

Activity Report

Initial Report Upload: Overdue Activity

Overdue Activity Report

Initial Report Upload: Cancellation

Cancellation Report

Initial Report Upload: New Business

New Business Report

Initial Report Upload: Book of Business Report

Book of Business Report

Initial Report Upload: Retention Report

Retention Report

What's Next?

• APP will review the data against our templates
  
• In about10 business days we will provide you our draft reports for review
• Once approved we will provide you the date to send/upload in the reports every week
• The next business day you will get a link to your dashboard