Reporting
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      Hawksoft 5 Reporting Guide

      Here is a guide to running the initial reports for Hawksoft 5 agencies

      Note this is set up for Hawksoft 5 - due to how new Hawksoft 6 is we do not have documentation set up yet. However, we are happy to share screens and work with you.

       

      Please note you need to follow the template link below and not what is in the recordings. We have updated the reports we take!

      Overview Of Hawksoft Reporting

      1. Review videos on how to pull each report

      2. Make sure you run all the reports and match our reporting template

        1. Note: If the data does not match we will reach out to you to re-run the data

      3. Upload the reports to our form 

        1. Note: For cyber security purposes we do not want to email agency data

      4. Our team will review the reports to ensure we have the following:

        1. All of the fields we need

        2. The correct date range was selected

        3. The reports match our template

        4. There is usable information in the fields we need

        5. If there are any issues with these items we will reach out

      5. We build your initial dashboards 

      6. We meet with you to review the initial dashboards and make any modifications

      7. Your dashboards get approved by the agency 

        1. We assign you the day of week to send in your reports 

        2. You will get a list of which reports we need when (some we only take monthly)

        3. Your reporting manager will be assigned

        4. We prefer you set these up to be automatically generated and emailed to us at reports@agencyperformancepartners.com

        5. Each week we process your reports and send it back out to you for review

      Note: If you are struggling to run these reports please reach out! We are happy to share screens and help you pull the reports.

      You can review a step by step guide with screen shots here in addition to the videos below. 

      Hawksoft Reporting Guide

       

      Activity Report

      • 📽️Watch this video on how to run the reports

      • Use this template to make sure you have all the fields and the order to of the columns we need

      • Date Range: Last 7 Days

      • Initial Upload Data Form

      • Active Weekly Reporting Data Upload Form

      • Purpose of this report: We want to look at the activity volume, who is logging activities, what is everyone doing and ensure uniformity of documentation.

      Overdue Activity/Suspense Report

      • 📽️Watch this video on how to run the reports

      • NOTE: This report only is available to export as a PDF with one format. Please upload the PDF. Here are the headers you should see on the PDF. 

      • Date Range: Anything due before today (see video on how to run this)

      • Initial Upload Data Form

      • Active Weekly Reporting Data Upload Form

      • Purpose of this report: We want to look at how well the team is using activities, if there is backlog and if you have old activities assigned to people who are no longer with the agency.

      Cancellation/Lost Policy Report

      • 📽️Watch this video on how to run the reports

      • Use this template to make sure you have all the fields and the order to of the columns we need

      • Date Range: Previous Full Month. Example if today is 2/12/24 you would send 1/1/24-1/31/24

      • Initial Upload Data Form

      • Active Weekly Reporting Data Upload Form

      • Purpose of this report: We want to look to see who is cancelling, if your agency is coding rewrites, who's book is cancelling and if you are selling more than you are loosing. 

      New Business Report

      • 📽️Watch this video on how to run the reports

      • Use this template to make sure you have all the fields and the order to of the columns we need

      • Date Range: Previous Full Month. Example if today is 2/12/24 you would send 1/1/24-1/31/24

      • Initial Upload Data Form

      • Active Weekly Reporting Data Upload Form

      • Purpose of this report: We want to look to see how much new business you are writing and if you are selling more than you are loosing. 

      Book of Business/Policies In Force

      • 📽️Watch this video on how to run the reports

      • Use this template to make sure you have all the fields and the order to of the columns we need

      • Date Range: Today

      • Initial Upload Data Form

      • Active Weekly Reporting Data Upload Form

      • Purpose of this report: We want to look to see book size, carrier split, policy types and set your growth goals.

      Retention Report

      • 📽️Watch this video on how to run the reports

      • Use this template to make sure you have all the fields and the order to of the columns we need

      • Date Range: Today

      • Initial Upload Data Form

      • Active Weekly Reporting Data Upload Form

      • Purpose of this report: Identify your agency's retention rate, set a benchmark and track it monthly for trends.