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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. 

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

Agency Fee Reports & Quoting Reports are optional if you are using these strategies. If you do have accurate data on these 2 areas email the reports to reports@agencyperformancepartners.com

Initial Data Set Up Information

Please provide First Name, Last Name & Email Addresses

Initial Report Upload: Activity Report

 

Activity Report
  • Report Name: Activity Report
  • Data Template (please have these headers and in the order presented in the template)
  • Date Range: Last year

Initial Report Upload: Overdue Activity Report

Overdue Suspense Report
  • Report Name: Overdue Activity Report
  • Data Template
  • Date Range: Anything due before today

Initial Report Upload: Retention

Retention Report NA for Partner XE

Initial Report Upload: Cancellation

Cancellation Report
  • Report Name: Cancellation Report
  • No current template send as you can
  • Date Range: This Year

Initial Report Upload: New Business

New Business Report

  • Report Name: New Business Report
  • No current template send as you can
  • Date Range: See template
  • Agency Assessment: New Business Report

Initial Report Upload: Book of Business Report

Book of Business Detail Report

  • Report Name: Book of Business Report
  • Data Template (please have these headers and in the order presented in the template)
  • Date Range: Today

What's Next?

  • APP will review the data against our templates
  • In about 5 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

Check out the next steps in our Data Dashboard Process. 
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