UPCOMING 2-Part Webinar

Driving Better Agency Results with your Applied Epic Book of Business Report

Presenters: Lauren Roberts, Jenny Honican, and Laura Whaley

Part 1: Wednesday, January 21 | 2 pm ET

Part 2: Wednesday, February 25 | 2 pm ET

A practical 2-part webinar to help you 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.

Session Duration: 60 min

Level: Basic to Intermediate

Audience: All

Fill out the form on this page to sign up for the webinars today! Not available on one or both of the dates to attend live? Sign up anyway to receive a copy of the recordings after the live sessions!

Note: Once you register, you will receive 2 separate Zoom confirmation emails – one for each session. Be sure to add both sessions to your calendars!

Register for 2-Part Webinar

What We'll Cover in Part 1

Wednesday, January 21 | 2 pm ET

What the Book of Business report is and why it matters
Understand the different versions of the report that are available
How to read core client, account, policy, and status fields
How to spot missing data, blank assignments, and workflow gaps
How policy types and line statuses affect your report
Practical examples for how to uncover data and workflow issues

What We'll Cover in Part 2

Wednesday, February 25 | 2 pm ET

Quick recap of Part 1 and where this session picks up
How to read premium, commission, billing, and financial fields
How to identify and correct company and broker issues
Additional reports that help clean and improve your Book of Business
Best practices for reviewing and maintaining BOB accuracy
How BOB data supports revenue, carrier, and performance insights

Meet Your Presenters!

Lauren Roberts
Chief Agency Consultant

Jenny Honican
Agency Consultant

Laura Whaley
Agency Consultant

About Kite Technology Group

With more than 30 years’ experience, Kite Technology has earned a reputation for providing high-quality Managed IT and Insurance Consulting Services to insurance agencies across the country. Our aim is to enable the agencies we work with to operate more effectively, prepare for the future, and experience greater business success year after year.