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Hawksoft 6 Reporting Guide

Here is a guide to running the initial reports for Hawksoft 6 agencies

Overview Of Hawksoft 6 Reporting

  1. 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

  2. Upload the reports to our form 

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

  3. 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

  4. We build your initial dashboards 

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

  6. 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.

Activity Report

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

Overdue Activity/Suspense Report

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

New Business Report

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

 For the New Business Report, make sure to replace the "Business Name" column with "Business Name or Insured Name"

Cancellation/Lost Policy Report

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

 For the Cancellation Report, make sure to replace the "Business Name" column with "Business Name or Insured Name" and add "Sub-Status" as the last column of the report

Book of Business/Policies in Force

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

 For the Book of Business Report, make sure to replace the "Business Name" column with "Business Name or Insured Name" 

Retention Report

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