Insurance Agency Management Systems Resources

Yes there are lots of classes and education on reports through Vertafore

SOOOO glad I'm not the only one! File importation and retention is also completely unreliable! If the email was fixed (some issues I've had for ongoing 2yrs) this program would be perfect for my needs. But when you cannot rely on email to interact with customers, what's the point?

We use line status to track new business. You probably have a specific line status you use for new business right? This status is available in the production report under the Commission folder and labeled as Transaction Line Status. As for retention, i think it depends on how your agency defines retention. Do you look at the total revenue of the account, the total renewal revenue for the agency or do you consider anything that is renewed in Epic as retained.