### Contents - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # Insurance Agency Management Systems Resources ##### Glossary Terms, Discussions, and Reports to expand your knowledge on Insurance Agency Management Systems Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## Insurance Suites Software Glossary Terms [![Insurance Claim](https://learn.g2.com/hubfs/G2CM_GI701_Glossary_Article_Images_%5Binsurance_claim%5D_V1a.png "Insurance Claim")](https://www.g2.com/glossary/insurance-claim-definition) [Insurance Claim](https://www.g2.com/glossary/insurance-claim-definition) An insurance claim requests reimbursement for insured damages during unforeseen events. Learn more about the types, benefits, and how to process claims. by Sagar Joshi Explore our Technology Glossary Browse through dozens of terms to better understand the products you purchase and use everyday. [Find new features](https://www.g2.com/glossary) ## Insurance Agency Management Systems Discussions 0 Question on: QQCatalyst [Email is still iffy. We are saving our Outlook emails and adding them as files at this time. When will email be updated and working?](/discussions/37121-email-is-still-iffy-we-are-saving-our-outlook-emails-and-adding-them-as-files-at-this-time-when-will-email-be-updated-and-working) We need a better way to store emails in QQ 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? Answered: Donna Bierwirth on February 17, 2023 We are doing the same. Answered: Donna Ford on February 3, 2021 [See more answers (1)](javascript:void(0);) [Your answer](/discussions/37121-email-is-still-iffy-we-are-saving-our-outlook-emails-and-adding-them-as-files-at-this-time-when-will-email-be-updated-and-working/comments/new?remote=true) 0 Question on: Applied Epic [What is the best way to implement Best Practices?](/discussions/25557-what-is-the-best-way-to-implement-best-practices) We really need to track our new busienss and renewal retention and would like any help you may have on this issue! 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. Answered: Janet Yem on May 7, 2020 [Your answer](/discussions/25557-what-is-the-best-way-to-implement-best-practices/comments/new?remote=true) 0 Question on: Applied Epic [What is the best way to implement Best Practices for reports on renewal and new business retention?](/discussions/24564-what-is-the-best-way-to-implement-best-practices-for-reports-on-renewal-and-new-business-retention) We really need to track our new business and renewal retention and would like any help you may have on this issue! If you forward to me your email address I can send to you the Criteria that I use for both. Answered: Tina Balkema on October 1, 2020 Renewal Manager, is a great asset Answered: Mary Pientka on February 15, 2021 [See more answers (1)](javascript:void(0);) [Your answer](/discussions/24564-what-is-the-best-way-to-implement-best-practices-for-reports-on-renewal-and-new-business-retention/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/insurance-agency-management-systems/resources) - [1](/categories/insurance-agency-management-systems/resources) - 2 - [3](/categories/insurance-agency-management-systems/resources?discussions_page=3) - [4](/categories/insurance-agency-management-systems/resources?discussions_page=4) - [5](/categories/insurance-agency-management-systems/resources?discussions_page=5) - [6](/categories/insurance-agency-management-systems/resources?discussions_page=6) - … - [11](/categories/insurance-agency-management-systems/resources?discussions_page=11) - [12](/categories/insurance-agency-management-systems/resources?discussions_page=12) - [Next ›Next ›](/categories/insurance-agency-management-systems/resources?discussions_page=3) ## Insurance Agency Management Systems Reports Momentum Grid® Report for Insurance Agency Management Systems Summer 2026 G2 Report: Momentum Grid® Report Mid-Market Grid® Report for Insurance Agency Management Systems Summer 2026 G2 Report: Grid® Report Small-Business Grid® Report for Insurance Agency Management Systems Summer 2026 G2 Report: Grid® Report Grid® Report for Insurance Agency Management Systems Summer 2026 G2 Report: Grid® Report Grid® Report for Insurance Agency Management Systems Spring 2026 G2 Report: Grid® Report Small-Business Grid® Report for Insurance Agency Management Systems Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for Insurance Agency Management Systems Spring 2026 G2 Report: Momentum Grid® Report Mid-Market Grid® Report for Insurance Agency Management Systems Spring 2026 G2 Report: Grid® Report Grid® Report for Insurance Agency Management Systems Winter 2026 G2 Report: Grid® Report Mid-Market Grid® Report for Insurance Agency Management Systems Winter 2026 G2 Report: Grid® Report