In this course, the presenter discusses configuration impacting the policy header detail in Applied Epic. The presenter will demonstrate how to add a policy screen, discussing each field and how it impacts various reports.

Learn about the different audit reports for all departments and roles, along with the concepts behind the reports.

Your organization has the ability to capture every step of your sales process by leveraging Applied Epic Opportunities. In this case study session, a fellow agency will review best practices for entering useful data into your database. They’ll also explain how to use the Applied Epic Report Writer to generate easy to consume pipeline, hit ratio and new business reports. This entry level reporting session will teach you how to make slight modifications to the canned Applied Epic reports to best meet your needs.

Learn how to effectively manage your internal staff though custom reports.

Having trouble getting a Book of Business Report that makes sense? In this session, you'll look at the multiple fields involved in the Book of Business Report, especially annualized versus estimated. You’ll also learn how configuration settings for policy download, direct bill commission download, company and producer commission agreements and transaction codes affect your report.

Learn how to create reports to identify gaps in your customer database.

Learn to effectively manage and mass produce reports.

This case study session focuses on an agency who enhanced the core opportunity reports to include the metrics needed to successfully manage their sales team. You’ll hear how the agency relies only on the Applied Epic Report Writer and does not depend on the Bulk Data Extract tool or manually manipulating data in Microsoft® Excel. The agency will explain how after configuring the report layouts, reports are generated showing producer progress and producer goals for a number of critical metrics, including year-to-date revenue, average account size, appointments completed and proposals completed. In addition, hit ratios at every step of the sales process are tracked.

Discover different audit reports that your peers are using to audit their data.