Agency Zoom Reporting Guide

Here is a guide to what we need from Agency Zoom for the initial reports.

Overview Of Agency Zoom Reporting

Review our report templates. If you are struggling reach out to your system's support desk.

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

Upload the reports to our form 

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

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

We build your initial dashboards 

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

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

Activity Report

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.

How to run the report:

• Tasks

• Move off of Dashboard to List Settings

• Due date: Last 7 Days 

• Filter - no changes

• Change the drop down from Myself to Entire Agency

• Actions: Configure View (update to this image)

• 

• Click Save Changes so its saved for next time

• Actions Export

• Save the file some place you can grab it and upload it

Overdue Activity Report

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

Date Range: Anything due before today

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.

How To Run This Report

• Tasks

• Move off of Dashboard to List Settings

• Due date: Delete and leave blank (Note when you select overdue the date range will populate)

• Filter - Overdue

• Change the drop down from Myself to Entire Agency

• 

• Actions: Configure View (update to this image)

• 

  • Click Save Changes so its saved for next time

  • Actions Export

  • Save the file some place you can grab it and upload it

     

Book of Business

• 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.

• How To Run These Reports

  • Customers

  • Switch from Customers To Policies

  • 

  • Click on the sprockets (Policy List View Configuration) 

  • 

  • Click the Down Arrow Icon (Between Policies & The Sprockets)

    • 

Cancellation Report

• 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. 

• How To Run This Report

  • Go to Reports

  • Click Service Requests By CSR

  • Click Filter

    • 

    • Add these Filters

    • 
  • In order to get more detailed report, under Created Column you need to click the total number (see image)
    • 
  • Then click Download

New Business Report

• 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 writing new business, if your agency is coding rewrites, where you are placing business and if you are writing more than you are losing. 

• How To Run This Report

  • Go to Reports

  • Click Sales By Producer

  • Click Filter

    • 

    • Add these Filters

    • 

• Very Important - click Premium (a grid will pop up)

  

• Click Export From The Grid