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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. 
Note Effective 8.5.22 we are no longer accepting the AMS360 Retention report for processing. We have found too many errors in the report and are unable to ensure it's accuracy. 

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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

🌟🌟 Review our Knowledge Base Article On What Reports Are Needed From AMS360🌟🌟

Initial Report Upload: Activity Report

Activity Report

Initial Report Upload: Overdue Suspense/Activity Report

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 Detail 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

Check out our data dashboard process.