How to copy a Databox management system template to a new client

How to's

  • Log In to Databox
  • Go to Switch Client
  • Select "Kelly Donahue-Piro"

You would need to select which System they are using.

  • (Please use the search tab for easier: Use the name of the System)
    • TAM
    • EPIC
    • AMS360
    • EZLYNX
    • NEXSURE
    • HAWKSOFT
  • Then after selecting the right system you can choose what report templates you would need.
  • Hower your mouse on which Template you need to use
  • Then Select Use Template
  • Slect Data Source
     
  • Then Select Data Source (Type in the name of the report (and if) not available 

  • Then you will be routed to the data board then click on More; Select Copy to Client Account
  • Then it will be on the Client's account
  • Go to Client's account then should accept and need to select source
HubSpot Video

Here's the list of the templates:

EPIC

  • EPIC Retention Report 2 Template

  • EPIC Lost Business Report Template

  • EPIC Book of Business Report 1 Template

  • EPIC Book of Business Report 2 Template

  • EPIC Book of Business Report 3 Template

  • EPIC Missing Estimated Prem & Rev Report Template

  • EPIC New Business Growth Report Template

  • EPIC Claims Report Template

  • EPIC Closing Ratio Report Template

  • EPIC 2022 Goals Report 1 Template

  • EPIC 2022 Goals Report 2 Template

AMS360

  • AMS360 Activity Report Template

EZLYNX

  • EZLYNX Activity Report 1 Template

  • EZLYNX Activity Report 2 Template

  • EZLYNX Activity Report 3 Template

  • EZLYNX Overdue Activity Report Template

  • EZLYNX Book of Business Report 1 Template

  • EZLYNX Book of Business Report 2 Template

  • EZLYNX Retention Report 1.1 Template

  • EZLYNX Retention Report 1.2 Template

  • EZLYNX Email, Text, Notes & Tasks Report Template

  • EZLYNX Tasks Created, Act.& Completed Report Template

  • EZLYNX Phone Activity Report Template

  • EZLYNX Cancellations by Branch Report Template

  • EZLYNX Cancellation Report Template

  • EZLYNX Expiration Report Template

  • EZLYNX New Business Report Template

  • EZLYNX Retention Rate Report Template

  • EZLYNX Walk In Business Report Template

  • EZLYNX Book of Growth Report Template

 

NEXSURE

  • NEXSURE Activity Report Template

  • NEXSURE Overdue Activity Report Template

  • NEXSURE Book of Business Report 1 Template

  • NEXSURE Book of Business Report 2 Template

  • NEXSURE Lost of Policies Report Template

  • NEXSURE New Business Report Template

 

HAWKSOFT

  • HAWKSOFT Activity Report Template

  • HAWKSOFT Overdue Activity Report Template

  • HAWKSOFT Book of Business Report 1 Template

  • HAWKSOFT Book of Business Report 2 Template

  • HAWKSOFT Lost Policies Report 1 Template

  • HAWKSOFT Lost Policies Report 2 Template

  • HAWKSOFT Lost Policies Report 3 Template

  • HAWKSOFT Lost Policies Report 4 Template

  • HAWKSOFT Lost Policies Report 5 Template

  • HAWKSOFT Lost Policies Report 6 Template

  • HAWKSOFT Retention Report 1 Template

  • HAWKSOFT Retention Report 2 Template

  • HAWKSOFT Retention Report 3 Template

  • HAWKSOFT Retention Report 4 Template

  • HAWKSOFT Book of Business Report 1 Template

  • HAWKSOFT Book of Business Report 2 Template

  • HAWKSOFT Book of Business Report 3 Template