Help Center
Go to Agency Performance Partners
Contact us
Go to Customer Portal
Sign in
Client: Retention
APP Delivery
Agency Performance Pack
Internal Processes
AppX Retention
AppX Sales
Agency Efficiency/Time Management
Management System Guide
Agency Assessment
Data Processing
Speaking Engagements
APP Convert
Online Store
Renewal
APP Collect
Accounting & Payroll
APP Attract
Podcasts
Branding
Video
Chat Bot
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
Client: Retention
APP Delivery
Agency Performance Pack
Internal Processes
AppX Retention
AppX Sales
Agency Efficiency/Time Management
Management System Guide
Agency Assessment
Data Processing
Speaking Engagements
APP Convert
Online Store
Renewal
APP Collect
Accounting & Payroll
APP Attract
Podcasts
Branding
Video
Chat Bot
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
Client: Retention
Knowledge articles on our AppX Retention program and making proactive renewal review calls.
Gerber Databox - Tasks & Productivity
Gerber Databox - Activities
Gerber Databox - Phone Reports
Gerber Insurance Databox Walk In
Hawksoft AppX Retention Data
Re-Marketing
When Is Re-Marketing Good?
How to Stop a Personal Lines Re-Market
Increasing Coverage
Getting A Client Off of State Minimum Auto Coverage
How to raise someone's auto liability from 100/300 to 250/500
Review Call
Express Renewal Reviews
AppX Retention Use of Calendar Links
AppX Retention Call Voicemail Script
Selling EPLI During Covid-19
What happens if a customer wants to get off the renewal call before you make your recommendations?
What to do when you see a rate increase on a renewal review?
Renewal review where previous agency had lower agency standards
What to do if someone responds to a renewal review email with no changes?
Making A Renewal Review Call Without Rate
Handling the Older Population & Renewal Reviews
How will management know if all the calls are being made?
See more
Onboarding
Agency Retention Commercial Lines Call Sheet (Renewal Review Form) Edit Process
Agency Retention Farm Renewal Review Call Sheet Edit Process
Agency Retention Personal Lines Call Sheet (Renewal Review Form) Edit Process
What technology do I need for Agency Performance Partners (Online Live or Virtual)
What Incentive plans work best for Agency Retention?
How to set goals for Agency Retention?
Agency Retention Manager Set Up Guide
AppX Retention New Client Survey
What incentive plans work for AppX retention?
AppX Retention: What should team leaders be taking in the Agency Performance Pack To Get Ready for launch?
What are AppX Retention Call Sheets & What Do We Need to Do?
What reports do we need to get to APP before we launch AppX Retention?
When Should I Tell My Team About AppX Retention?
What should Management expect when making renewal review calls?
What should the Agency expect when getting started making renewal review calls?
What if someone just doesn't make renewal review calls?
Who should be in charge of the AppX Retention Program?
What happens the first training day of AppX Retention?
Should you re-market an account before making a renewal call?
How to handle renewal review call feedback if the calls aren't great quality in the beginning?
What percentage of people will you speak with when making renewal review calls?
When making renewal calls what if someone has multiple renewal dates?
Who should make renewal review calls?
Should I have a dedicated person or team to make the calls?
What happens to renewal reviews when someone is out?
How do I tell the team about making renewal calls?
What Happens if we get off track making renewal calls?
What should we (the account managers) expect when making renewal review calls?
Can I email the client rather than make a renewal review call?
Should we trigger renewal calls off of download or expiration date?
See more
Kick Off Calls
What Happens in the Agency Retention Kick Off Call?
Account Rounding/Cross Selling
How To Sell A Personal Umbrella Policy?
Do I need a declaration page to quote an account round on a renewal review?
Rate Increase
AppX Retention What Are Agency Standards?
When To Review Price On a Renewal Review Call
How to handle discussing rate when the increase came from insurance score decrease
How to reduce commercial lines re-marketing.
Management System Guide
AppX Retention AMS360: Action Codes and Document Types Guide
AppX Retention AMS360: Configuring Action and Suspense Codes
AppX Retention AMS360: Creating AMS360 Form Letters including Merge Fields
AppX Retention AMS360: Electronic Renewal List
AppX Retention AMS360: Configuring Document Types
AppX Retention AMS360: Using Activity/Suspense Codes and Document Types
AppX Retention AMS360: Using Form Letters as Emails
AppX Retention Setting up Tags in QQ catalyst
AppX Retention Creating an Email Template in QQ Catalyst
AppX Retention QQCatalyst Non Renewed Reports and Expiring Policy Widget
AppX Retention Creating a Letter Template in QQCatalyst
AppX Retention Notes - QQCatalyst Tag Guide
AppX Retention QQCatalyst Retention Reports
AppX Retention QQCatalyst Smartflow – Commercial Lines
AppX Retention QQCatalyst Smartflow – Personal Lines
AppX Retention QQCatalyst Setting Up Notes/Important Notes
AppX Retention QQ Solutions Accessing the Email or Letter Templates
Hawksoft AppX Retention Action Code Definitions
Closing Account Review Suspenses assigned at the “Policy Level”
How to find a call to be made – Pre-Assigned Suspense
How to find a call to be made – Report by Producer/CSR
How to find a call to be made – Report by Agent 1, 2 or 3
How to use the Call Sheet “Working Document”
Hawksoft AppX Retention Call Workflow
Hawksoft AppX Retention: Using the Working Document - Call Sheet
Adding Text Templates in HawkSoft
Add Email Templates in HawkSoft
*AppX Retention Sample Workflow with Activity Codes
Hawksoft AppX Retention Action Code Definitions
Hawksoft AppX Retention: Account Review Suspense Report
Hawksoft AppX Retention: Account Review Report by Producer or CSR
Hawksoft Account Review Report by Agent 1 Agent 2 or Agent 3 For AppX Retention
Add Source Codes in HawkSoft
Add a Tag to Client File in HawkSoft
Add Working Document - Call Sheet
Adding HotKeys in Hawksoft
Report by -Producer- CSR- HawkSoft
Report by -Agent- HawkSoft
Checking Consistency with Producer-CSR-Agent HawkSoft
Add Suspense Categories in HawkSoft
AppX Retention Action Code Definitions HawkSoft
Running a Suspense Report in HawkSoft
Account Review Suspenses in HawkSoft
Run a Sales Report in HawkSoft
Action Code Workflow HawkSoft
Add Form Letter Templates in HawkSoft
Running an Expiration Report in Hawksoft
Add Action Codes in HawkSoft
Client Retention Rate in HawkSoft
Run “Activity Report” in HawkSoft
AppX Retention AMS360: Creating and Using Microsoft Word Quick Parts with Email Templates
See more
Training Days
Agency Retention Virtual Training Day 1
AppX Retention Live Training Day 2
AppX Retention Virtual Training Day 2
AppX Retention Bi-Weekly Video Call Overview
AppX Retention Live Training Day 1
See more
Training 2 Weeks
What Things Should Leadership Be Doing During The Agency Retention Training 2 Weeks?
What Things Should An Agency Team Member Be Doing During The Agency Retention Training 2 Weeks?
Referral
How to Build a Referral Program
Graduation
AppX Graduation
