Drive Better Agency Results with Your Applied Epic Book of Business Report - Part 1 скачать в хорошем качестве

Drive Better Agency Results with Your Applied Epic Book of Business Report - Part 1

Understand and improve your Book of Business report data The Book of Business report is one of the most powerful tools in Applied Epic because it shows exactly what your agency has on the books and how your business is performing. Yet many agencies struggle to produce a clean and reliable report due to missing data, incorrect workflows, unclear policy setups, or financial fields that do not reflect their true book. Without a dependable Book of Business report, it becomes difficult to understand premium and revenue totals, new and lost business, retention, and carrier volume. This two-part webinar series led by Lauren Roberts, Jenny Honican, and Laura Whaley will help you finally make sense of your Book of Business data. You’ll learn how to identify the issues that lead to inaccurate results and learn how to use the report to improve visibility into your operations. You will also see how the report supports better decisions across servicing, accounting, and operations, and how stronger Book of Business data can improve overall agency performance. 📌 Here's what's covered: 03:14 What the Book of Business report is and why it matters 04:39 Understand the different versions of the report that are available 12:30 Criteria vs. Layout 15:45 Summary Layouts 19:50 Which Criteria Do I Use? 28:02 How to Read the Core Client, Account, Policy, and Status Fields 32:59 How to spot missing data, blank assignments, and workflow gaps 45:51 How policy types and line statuses affect your report 51:45 Practical examples for how to uncover data and workflow issues 01:05:53 Next Steps Watch Part 1 now and join us for Part 2 on 2/25/26. Register today: https://www.kitetechgroup.com/webinar... 👉 To learn more about how Kite Technology’s Applied Epic consulting services can benefit your agency, visit our website: https://www.kitetechgroup.com/applied... Contact us to start a conversation: 🌐 https://www.kitetechgroup.com/contact... 📧 Email us at consult@kitetechgroup.com 📞 Call us at (855) 290-5483