Help Center
Go to Agency Performance Partners
Contact us
Go to Customer Portal
Sign in
APP Delivery
APP Delivery
Agency Performance Pack
Internal Processes
AppX Retention
AppX Sales
Agency Efficiency/Time Management
Management System Guide
Agency Assessment
Agency Interactive
Data Processing
Speaking Engagements
APP Convert
Online Store
Renewal
APP Collect
Accounting & Payroll
APP Attract
Podcasts
Branding
Video
Chat Bot
Marketing
APP Sales
Client: Retention
Re-Marketing
Increasing Coverage
Review Call
Onboarding
Kick Off Calls
Account Rounding/Cross Selling
Rate Increase
Management System Guide
Training Days
Training 2 Weeks
Referral
Graduation
Client: Claims
Client: Sales
Commercial Insurance
Management
General
Closing
Leads
Activities
Client: Service
Service Calls
Discounts
Training
Renewals
Client: Time Management
Email
Follow Up
Client: Agency Assessment
On-Site
Secret Shopper Calls
Reporting
Client: Training Topics
Training Topics
APP HR/ Internal
Internal Process
Back to home
Help Center
APP Delivery
APP Delivery
Agency Performance Pack
Internal Processes
AppX Retention
AppX Sales
Agency Efficiency/Time Management
Management System Guide
Agency Assessment
Agency Interactive
Data Processing
Speaking Engagements
APP Convert
Online Store
Renewal
APP Collect
Accounting & Payroll
APP Attract
Podcasts
Branding
Video
Chat Bot
Marketing
APP Sales
Client: Retention
Re-Marketing
Increasing Coverage
Review Call
Onboarding
Kick Off Calls
Account Rounding/Cross Selling
Rate Increase
Management System Guide
Training Days
Training 2 Weeks
Referral
Graduation
Client: Claims
Client: Sales
Commercial Insurance
Management
General
Closing
Leads
Activities
Client: Service
Service Calls
Discounts
Training
Renewals
Client: Time Management
Email
Follow Up
Client: Agency Assessment
On-Site
Secret Shopper Calls
Reporting
Client: Training Topics
Training Topics
APP HR/ Internal
Internal Process
APP Delivery
These are all articles on serving and servicing our clients
Agency Growth 2.0/Appx Sales Management Leadership Guide
Agency Performance Pack
Thank You For Purchasing Hard Market Heroes!
Agency Performance Pack - Teachable/ Hubspot Fields
Tour: Reducing Remarketing Without Hurting Retention
I'm a past APP Client and I have new team members who need training?
Getting Started With Online Training
See more
Internal Processes
APP Process - Online School- How to Send Completed Quiz Reports to Agency
Agency Performance Partners' W9
APP Internal- Agency Team Member Shut Down Form
How to Review a call on Avoma
What is the process to our daily three minute videos?
See more
AppX Retention
What Can I Do When We Have Already Asked a Client for Other Lines (and I Don't Want to be a Pest!)
AppX Retention Email and Voicemail Templates
Spivey Insurance Book of Business Report
AppX Retention Internal Graduation Prep Process
AppX Retention Retention Report Dates
Agency Retention Onboarding
See more
AppX Sales
AppX Sales/Agency Growth New Client Survey
When Should I Tell My Team About AppX Sales/Agency Growth?
What Happens in the AppX Sales/Agency Growth Kick Off Call?
How to set goals for AppX Sales/Agency Growth?
AppX Sales/Agency Growth Training Day Agenda
AppX Sales/Agency Growth Training Day 2
AppX Sales/Agency Growth Hawksoft Student Training
AppX Sales/Agency Growth Bi-Weekly Video Call Overview
Agency Growth/Sales Quote Sheet Edits
See more
Agency Efficiency/Time Management
Ageny Efficiency/AppX Time Management Leadership Guide
Management System Guide
Epic Reporting Guide
Xanatek Reporting Guide
Agency Zoom Reporting Guide
Agency Assessment
Agency Performance Program - Agency Assessment - Onboarding - APP Team
Agency Performance Pack - Agency Assessment - Onboarding - Resources
APP 2 Year Program - Agency Assessment Leadership Guide
Agency Assessment - Month 3 Develop - Agency Standards
Agency Assessment - Month 4 Agency 2.0 - Vision
Agency Assessment - Month 4- Off Site Team Meeting - Change Management Training
Agency Assessment - Month 4- Off Site Team Meeting - Issue Tracker
Agency Assessment - Month 4- Off Site Team Meeting - Fun
Agency Assessment - Month 4- Off Site Team Meeting - Incentive
Agency Assessment - Month 4- Off Site Team Meeting - Metrics
Agency Assessment - Month 4- Off Site Team Meeting - Structure
Agency Assessment - Month 4 - Off Site Team Meeting - Values
Agency Assessment - Month 4 Agency 2.0 - Off Site Team Meeting
Agency Assessment - Month 3 Develop - Agency 2.0 Planning
Agency Assessment - Month 3 Develop - Execute the Plan
Agency Assessment - Month 3 Develop - Job Descriptions
Agency Assessment - Month 3 Develop - Recruiting
Agency Assessment - Month 3 Develop -Incentives
Agency Assessment - Month 3 - Metrics
Agency Assessment - Month 3 Develop - Bi-Weekly Calls
Agency Assessment - Month 6: Confirm- Evaluate The Team
Agency Assessment - Month 5: Develop - Fun
Agency Assessment - Month 5: Develop - Communication and Meetings
Agency Assessment - Month 5: Develop - Metrics and Goals
Agency Assessment - Month 5: Develop - Issue Tracker
Agency Assessment - Month 5: Develop - Execute Agency 2.0
Agency Assessment - Month 5: Develop - Bi-Weekly Calls
Account Manager Book of Business Incentive Plan
Agency Assessment Report Review
Agency Assessment Team Survey
Agency Assessment Team Survey Review
Agency Assessment Report Review
Agency Assessment Course
Agency Assessment Telling The Team Post Meeting
Telling Your Team Agency Assessment Team Meeting Agenda
Agency Assessment Kick Off Call 1 Agenda
Agency Assessment Kick Off Call 1
Agency Assessment: Pre-Assessment Leadership Planning Day Homework
Agency Performance Program: Agency Assessment -New Client Onboarding Survey
Providing Feedback on Presentations, Recorded Calls & Role Playing
When Should I Tell My Team About The Agency Assessment?
See more
Agency Interactive
How to Manage Stress: COOL, CALM, COVERED: MASTERING INSURANCE JOB STRESS (4 Part Live Virtual Meetings)
Data Processing
Agency Data Dashboard Set Up Guide for APP Clients
Client Report Schedules (Overview)
Data Question In Take Form Questions
Client Schedules for Running Reports
Google Sheet Reports: Hawksoft Users Set up
How to copy a Databox management system template to a new client
Template in Databox
Hawksoft 6 Reporting Guide
Momentum AMP (Formerly Now Certs AMS) Reporting Guide
AMS360 Reporting Guide
See more
Speaking Engagements
APP Speaker Bios
