Drive Better Agency Results with Your Applied Epic Book of Business Report - Part 2

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: 00:00 Introduction and Agenda 03:12 Quick Recap of Part 1 04:01 How to Read Premium, Commission, Billing, and Financial Fields 09:52 How to Identify and Correct Company and Broker Issues 21:29 Additional Reports for Cleaning and Improving Your Book of Business 21:45. Do I Have a Data Problem? 29:46. Policies with Blank Pr/Br 35:19 Policies with $0 Estimated Premium 43:25. Policies with 0% Agency Commission 44:19 Agency Bill (AB) Policies, Not Invoiced 48:13 Direct Bill (DB) Policies, Not Invoiced 50:33 Expired Policies, Not Renewed Report 54:54 In Process and Submitted SSR's 58:02 Custom Report - Invalid Policy Status 01:00:11 Custom Report - Cancelled Policies Without a Cancellation Status 01:03:36 Dashboards 01:06:19 Best Practices 01:07:30 How BOB Data Supports Revenue, Carrier, and Performance Insights 01:08:59 Next Steps 👉 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 [email protected] 📞 Call us at (855) 290-5483