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Seller data guideShort answer: You need a policy history that includes cancellations, and premium and commission by carrier by month. Ask QQ Catalyst support for an export with the fields below — or send them the request at the bottom of this page. Customer names aren't needed.
QQ Catalyst's public help lists standard reports whose names match several items here — including retention and non-renewed policies, which is exactly what a buyer needs to measure retention.
Report names the vendor lists that are relevant here:
Vendor help pages checked 2026-09-30. Reports, names and menus vary by version and license — if what you see is different, ask support for the fields below rather than a specific report.
Named exactly as the source names them. Versions and licenses differ, so use the names to start the conversation with support, not as a promise of what your screen shows.
Monthly and yearly retention reports are built in. The partner tip is to run a month's retention on the 10th of the following month so reinstatement downloads are included (e.g. June's on July 10). (knowledge.agencyperformancepartners.com · partner guide, not Vertafore)
The retention reports can be output to "PDF or spreadsheet format" (partner guide). (knowledge.agencyperformancepartners.com · partner guide, not Vertafore)
Vertafore: "QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools." Along with AMS360, it's one of the two AMSs Vertafore names as integrating directly with AgencyZoom. (vertafore.com)
Sources checked 2026-10-05. Where a source is a consultant or user group rather than Vertafore, it says so.
Send this to support as-is. It asks for the output, not a particular screen, so it works whatever version you run.
Hi QQ Catalyst support, I need two exports from our agency's data and want to make sure I get the right reports: 1) A policy / transaction history covering January 1 three years ago through the most recent date available. It must include: - A unique policy or customer ID (names are not needed — de-identified is fine) - Carrier and product / line of business - Written premium and agency commission - Effective date and expiration date - Transaction type: new business, renewal, rewrite, endorsement, cancellation - Status - Cancellations and non-renewals — not just the policies in force today If the system can only export active policies, please also run the same report as of 12 months ago. 2) Premium and commission by carrier, by month, for the last two complete years and year to date, with commission income and agency fee income shown separately. Customer names are not needed; IDs are fine. Excel or CSV works best. Can you tell me which report(s) produce this, or run it for us? We'd also like written confirmation that our full book and its history can be exported. Thank you.
Send what you have. Partial data is better than none — we'll tell you exactly what's still missing. See the full checklist or start a confidential conversation.
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