Skip to content
English
More support Sign in
Contact us
  • There are no suggestions because the search field is empty.

Agency Retention (AppX Retention) Reporting Setup in Databox

Here is an overview how to set up the Agency Retention Reporting in Databox by System

 

Applied Epic

Activity 

To maintain accuracy and consistency, create a separate a Report from Epic that pulls from Closed Date instead of Entered Date.

This will ensure we correctly capture all Closed–U and Closed–S activities.

  •  ​How to Setup  

    •  Clone the Activity Report, edit the filter, and set the Closed Date as the date filter. 

    • Schedule the same time with the other weekly reports

Renewal Call Activities

Note: Makes sure you document the Data Set Up Sheet so the reporting specialist has directions on cleaning the data for the future. 

  • Items you need to build the dashboard

    • Completed Data inquiry form

    • Confirm the agency has started to use the activity codes 

    • Confirm which activity codes they are using and their meaning if different than the APP Recommended codes (you can find them in the Agency School/Retention Training/Epic guide page 5)

    • Confirm the data has the successful/unsuccessful column 

    • Identify if we need a PL and CL board or just 1 for the agency 

      • If set by department confirm we have the departments or names to separate by

      • Confirm if we should run the reports by WhoOwner Code or Entered By

        • Note: This can vary based on hoe they set up the calls

    • Parse the data according to the agency's set up

      • Example: If the agency wants a PL & CL Board - we will need to add a tab for each department

      • Document the Data Set Up Tab with the Details

  • Start Building Dashboard: Renewal Reviews Calls Assigned (This dashboard shows the calls assigned, how many are open, completed successful, completed unsuccessful and already reviewed in the last year

Retention Rate

You must have an updated Book of Business Report no $0 Estimated Premium and $0 Estimated Revenue. In addition the cancellations must not have remarkets in them the agency must be updating them. 

Lost Policies

  • Items you need to build the dashboard

    • Completed Data inquiry form

    • Confirm the agency has started to update the Service Summary Description with the reasons 

    • Confirm WhoOwnerCode is on the data 

    • Identify if we need a PL and CL board or just 1 for the agency 

      • If set by department confirm we have the departments or names to separate 

    • Parse the data according to the agency's set up

      • Example: If the agency wants a PL & CL Board - we will need to add a tab for each department

      • Document the Data Set Up Tab with the Details

  • Build a dashboard with the Service Summary Description to show why policies are leaving

  • Build a dashboard with the WhoOwnerCode to show who is losing policies