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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

Review our knowledge base article on what reports are needed from QQ Solutions.

Initial Report Upload: Activity Report

Activity Report

Initial Report Upload: Overdue Activity Report

Suspense Overview Report

Initial Report Upload: Retention

Retention

Initial Report Upload: Cancellation

Cancellation (Lost Policy)

  • Report Name: Cancellation Lost Business
  • Template
  • Date Range: Last Month
  • Reporting Template Name: Lost Policies

Initial Report Upload: New Business

New Business

  • Report Name: New Business Report
  • Template
  • Date Range: Last Month
  • Reporting Template Name: New Business

Initial Report Upload: Book of Business Report

Policies In Force

  • Report Name: Active Book of Business By Class
  • 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

Review our Data Dashboard Process for Next Steps!
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