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Let's Get Your Reporting for
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. 


Initial Data Set Up Information

Please provide First Name, Last Name & Email Addresses

Initial Report Upload: Activity Report

Activity Report

Please review our knowledge base article how to run this report including:
  • Video
  • Template to show which fields and the order of the data
  • Date range to run the report
  • Purpose of the report

Initial Report Upload: Overdue Suspense/Activity Report

Suspense Overdue Report

Hawksoft only reports on this as an PDF File

Please review our knowledge base article how to run this report including:
  • Video
  • Template to show which fields and the order of the data
  • Date range to run the report
  • Purpose of the report

Initial Report Upload: Cancellation

Cancellation (Lost Policy)

Please review our knowledge base article how to run this report including:
  • Video
  • Template to show which fields and the order of the data
  • Date range to run the report
  • Purpose of the report

Initial Report Upload: New Business

New Business

Please review our knowledge base article how to run this report including:
  • Video
  • Template to show which fields and the order of the data
  • Date range to run the report
  • Purpose of the report

Initial Report Upload: Book of Business Report

Policies In Force

Please review our knowledge base article how to run this report including:
  • Video
  • Template to show which fields and the order of the data
  • Date range to run the report
  • Purpose of the report

Initial Report Upload: Retention

Retention

Please review our knowledge base article how to run this report including:
  • Video
  • Template to show which fields and the order of the data
  • Date range to run the report
  • Purpose of the report

What's Next?

  • APP will review the data against our templates
  • In about 10 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

Review our Data Dashboard Process for Next Steps!