The Applied Epic Report Cheat Sheet: 10 Essential Reports Every Agency Needs

Reports > Management Reports > Retention Report (or Reports > Custom Reports > Retention, depending on your Epic version)

• Date Range — set to your fiscal year or rolling 12 months for the most meaningful comparison
• Group By — select "Producer" for accountability, "Branch" for location-level view, or "Line of Business" for product-level trends
• Policy Status — include "Renewed" and "Cancelled/Non-Renewed" to capture the full picture
• Exclude internal transfers — avoid inflating cancellation counts when policies move between producers
• Minimum premium threshold — filter out tiny policies (e.g., <$500) that can skew percentages

Your agency owner runs this report quarterly grouped by producer. Producer B has 84% retention vs. the agency average of 91%. The owner schedules a review meeting, discovers Producer B’s clients are getting non-renewed by a single carrier, and works with that carrier to resolve the underwriting issue.

Reports > Management Reports > Lost Business Report (or Reports > Policy Reports > Cancellations & Non-Renewals)

• Date Range — match the same period as your Retention Report for consistency
• Cancellation Reason — use Epic’s reason codes to categorize (price, service, non-payment, carrier non-renewal, etc.)
• Line of Business — filter to personal vs. commercial for different action plans
• Producer — drill down to individual producers when investigating trends
• Minimum premium — focus on significant losses first (e.g., policies over $1,000)

The operations manager runs this report for Q1 and discovers that 40% of cancellations cite "price" as the reason, with 80% of those concentrated in personal auto. She identifies that a competitor is aggressively pricing new auto policies. The agency responds with a targeted re-quoting campaign for at-risk auto clients at their next renewal.

Reports > Management Reports > Production Report > filter to New Business (or Reports > Policy Reports > New Business)

• Date Range — use policy effective date, not entry date, for accurate period assignment
• Transaction Type — select "New Business" only (exclude renewals, endorsements, rewrites)
• Group By — "Producer" for individual accountability, "Line of Business" for product mix analysis
• Include/Exclude — exclude BOR (Broker of Record) transfers if you want to measure true new sales vs. book acquisitions
• Carrier — filter by carrier to see where new business is being placed

A producer’s monthly report shows 12 new commercial policies with $180K in premium, but the average policy is only $15K. Last year the same producer averaged $25K per policy. The agency principal uses this data to coach the producer on targeting larger accounts and qualifying prospects more effectively.

Reports > Management Reports > Missed Expirations (or Reports > Policy Reports > Expiration Report, filtered to status "Expired")

• Date Range — run monthly, looking at the prior month’s expirations
• Policy Status — filter to "Expired" only (not renewed, not cancelled with reason)
• Producer — group by producer to identify who is missing renewals
• Line of Business — separate personal and commercial, as they have different renewal workflows
• Days Past Expiration — set a threshold (e.g., 30+ days past) to filter out policies still in the renewal process

The agency runs the missed expirations report for October and finds 8 commercial policies that expired without any renewal activity. Three of those clients had active claims. The agency immediately contacts those clients, reinstates coverage where possible, and implements a 120-day renewal workflow to prevent future misses.

Reports > Policy Reports > Policies In Force (or Reports > Book of Business > In Force Summary)

• As-Of Date — default to today for current state, or set to a prior date for historical comparison
• Policy Status — "In Force" and "Active" only
• Group By — "Line of Business" for product mix, "Carrier" for concentration risk, "Producer" for book distribution
• Include Premium — always include premium fields for revenue analysis
• Exclude — filter out bonds, surplus lines, or other specialty lines if you want a clean P&C view

The agency owner runs the Policies In Force report grouped by carrier and discovers that Carrier X represents 45% of total premium. After a difficult renewal negotiation with Carrier X last month, the owner decides to diversify the book by actively placing new business with two other carriers, setting a target to reduce Carrier X concentration below 35% within 12 months.

Reports > Accounting Reports > Commission Statement (or Reports > Financial Reports > Commission Analysis)

• Date Range — match your accounting period (monthly or quarterly)
• Carrier — run by individual carrier to reconcile against their statements
• Producer — group by producer for compensation calculations
• Commission Type — separate new business commissions from renewal commissions for trend analysis
• Line of Business — filter to see commission rates by product line

The bookkeeper runs the Commission Statement Report for March and compares it against the commission statement from their largest carrier. She discovers that 12 policies were paid at 12% instead of the contracted 15%. She contacts the carrier, provides policy details from the Epic report, and recovers $8,400 in underpaid commissions.

Reports > Activity Reports > Suspense Report (or Reports > Task Management > Open Items)

• Status — filter to "Open" and "Overdue" items only
• Assigned To — group by team member to see individual workloads
• Due Date — sort by due date ascending to surface the most urgent items first
• Category — filter by type (renewal follow-up, claims, endorsement, COI request, etc.)
• Priority — filter to "High" or "Urgent" for daily stand-up reviews

The operations manager pulls the Open Items Report on Monday morning and sees 47 overdue items across the team. She sorts by category and discovers that 30 of them are pending endorsement requests. She investigates and finds that the endorsement workflow has a bottleneck at the carrier submission step. She reassigns 15 items to a second CSR and the backlog is cleared by Wednesday.

Reports > Activity Reports > Activity Summary (or Reports > Management Reports > Staff Activity)

• Date Range — run weekly or monthly for performance reviews
• Activity Type — filter to specific types (phone calls, emails, policy changes, claims processed)
• User/Employee — group by team member for individual performance tracking
• Department/Team — aggregate by team for department-level view
• Exclude system-generated activities — filter out automated entries to see only human-initiated work

The agency manager reviews the Activity Summary for the month and notices that one CSR processed 150 endorsements while another processed 60. Before jumping to conclusions, she checks error rates and discovers the high-volume CSR has a 15% error rate vs. 2% for the lower-volume CSR. She adjusts workload distribution and pairs the two CSRs for peer training.

Reports > Client Reports > Client List (or Reports > Book of Business > Client Summary with Premium)

• Client Status — "Active" only to see your current book
• Include Fields — client name, total premium, policy count, primary producer, lines of business, last activity date
• Sort By — sort by premium descending to see your most valuable clients first
• Line of Business — filter to specific lines if you want a targeted list
• Minimum Premium — set a threshold to focus on your top clients (e.g., $5,000+ for personal, $25,000+ for commercial)

The agency exports the Client List with Premium, sorts by total premium, and identifies 35 commercial clients with premium over $50,000 who have not had an annual review in over 18 months. The agency creates a 90-day campaign to schedule stewardship meetings with each of these clients, resulting in 8 coverage upgrades and 3 referrals.

Reports > Policy Reports > Renewal List (or Reports > Management Reports > Renewal Pipeline)

• Date Range — set the expiration date window (e.g., next 90 days)
• Group By — "Month" for workload planning, "Producer" for accountability, "Carrier" for market timing
• Line of Business — separate personal and commercial for different renewal workflows
• Premium Threshold — highlight large renewals that need extra attention (e.g., $10,000+)
• Renewal Status — include only policies that have not yet been processed (no renewal activity logged)

The commercial lines manager runs the Renewal Pipeline for the next 90 days and identifies 12 accounts with premium over $100,000. She assigns each to a producer for early review, schedules pre-renewal meetings with the clients, and begins marketing 5 of the 12 to alternative carriers based on loss history. This proactive approach results in 100% retention on those 12 accounts.