Agent Performance Report Generator

Upload your call log and app submitted CSVs to generate instant performance reports

Call Log CSV (Option 1)
Upload your standard call log CSV file containing agent performance data.

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Senior Center Call Log (Option 2)
Upload your Senior Center call log CSV as an alternative data source.

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App Submitted CSV (Optional)
Upload your app submitted CSV to include app counts in the report.

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Devoted Carrier CSV (Optional)
Upload your Devoted carrier CSV to track application approval rates.

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AARP Carrier File (Optional)
Upload your AARP Book of Business Excel file to track policy retention rates.

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Humana EP7 CSV (Optional)
Upload your Humana EP7 file to track current enrollments and application status.

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Humana EP10 CSV (Optional)
Upload your Humana EP10 file to track historical policies and terminations.

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WellCare CSV (Optional)
Upload your WellCare carrier file to track applications, enrollments, and fall outs.

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Upload CSV files to get started