Performance Pack Training & Adds Ons: AppX Retention Weekly Data Processing

Description

Need help with AppX Retention weekly data processing to help manage our AppX Retention Program? Whether you’re an Agency Performance Pack online client or someone who has graduated our program and wants help going forward, we can assist.

1. We set up the day of the week you will send us the information via a secure setup.
2. Our team processes it within 48 business hours.
3. We deliver you the data with an overview report via a secure email link.

Agreements are month to month and paid on the 1st of the month via re-occurring credit card charge.

We will help you set up the correct reports in our Agency Performance Pack for retention weekly data processing. We have courses with videos and workbooks for Applied Epic, Vertafore AMS360, Hawksoft and QQ Solutions. Once you set up the reports, we will send you reminder emails and texts each week to forward them to us via a secure link. From there we will process your data and send it back you the following business day.

You will have the opportunity to provide any feedback for updates. We can break up the data by department and person. We also show the data by week, month and year-to-date so you can easily see and track your progress.

Tracking your team is an important part of your team’s success. We know what gets measured gets managed. When your team can see who is succeeding and who is struggling, you can provide guidance and help. Also, sharing metrics is a great way to even the playing field by showing who is participating and who is underperforming.

You can then use these metrics to fuel incentive programs and track the ROI on your renewal review calls. If you know you will struggle to consistently process the data, let us help you be ridiculously amazing at renewal review calls.