Applied Epic has tremendous reporting functionality that your insurance agency can leverage to improve its operational efficiency and drive process improvement. Although Epic comes with a variety of ready-to-use reports, taking the time to create custom reports that will meet your agency’s specific needs can provide great benefits in the long run.
The KiteTech Applied Epic Consulting team can work with your agency to help you clarify your needs and identify the reports required for your specific objectives. Additionally, we can help you create an automated process to ensure deliverability of your reports to the appropriate members of your team.
You can filter a Book of Business report to show what has been written with a specific carrier or broker. You can also filter by Producer to view what they have written, or by Account Manager to view what accounts they service. The Book of Business report is crucial to keep track of what your agency has written within a certain time period and can also be modified for use in auditing your data.
This report will help you find policies that are either coming up for renewal or have expired and were never renewed in Epic. Most often agencies run this report 120, 90 or 60 days prior to expiration and schedule it for delivery at the beginning of each month; you can also add it to Report Quick View for Account Managers to review in real time. Expiration Reports can also be modified to make sure policy applications are being moved through the various Service Summary Row Policy Stages in a timely manner – if you find that a policy remains In Process or Submitted for over 60 days, that could mean a workflow is not being fully completed
You should run this report to see which accounts have overdue activities to make sure workflows are being followed and completed in a timely manner. Like many reports, you can modify this report for other purposes including:
To ensure that data is being correctly entered into Epic, and workflows are consistently followed, it is recommended to run reports to audit your data to find any discrepancies which can assist in determining if additional training or workflow updates are needed. You can modify the same reports mentioned above for auditing your data, which we recommend running and reviewing on a regular basis:
To learn more about how our consulting team can help you create powerful custom Applied Epic reports for your agency or provide training on building custom reports yourself, please contact us to schedule a complimentary consultation. We’re eager for the opportunity to help your agency get the most benefit from your Applied Epic reports!