Upload Your Weekly Agency Assessment Reports

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.

To obtain the format for the report or how to run the
report please see your system specific guide: 

Review your system's information for how to run the reports and the report format we require for your data. 

Upload Your Weekly Agency Assessment Reports

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.

To obtain the format for the report or how to run the
report please see your system specific guide: 

Review your system's information for how to run the reports and the report format we require for your data. 

Activity Report

Date Range: Last 7 days or from the date of your last report upload.

Report Upload: Overdue Activity Report

Overdue Activity Report

Date Range: Today for anything that was due before today but is still open

Report Upload: Cancellation

Cancellation Report

Date Range: Last Month  

Report Upload: New Business

New Business Report

Report Upload: Book of Business Report

Book of Business Detail Report

Report Upload: Retention Report

Note: Only for Hawksoft, QQ Solutions & Ezlynx Pulse Report

What's Next?

• APP will review the data against our templates
  
• If we need any updates we will alert you
• If not we will email you updated dashboards within the same day