### Contents - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # Insurance Compliance Software Resources ##### Discussions and Reports to expand your knowledge on Insurance Compliance Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [discussions](#resources-discussions) from users like you and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## Insurance Compliance Software Discussions 0 Question on: EZLynx [What is EZLynx used for?](/discussions/ezlynx-what-is-ezlynx-used-for) What is EZLynx used for? EZLynx is like a super tool for insurance companies. It helps them do many important tasks in one place. It keeps customer info safe, assists with marketing, and manages office work. It's not just for policies; it also helps agents build good relationships with customers and potential clients. It's like having a superhero sidekick for insurance businesses, making everything easier. Answered: Carolin Jesudasan on October 6, 2023 [Your answer](/discussions/ezlynx-what-is-ezlynx-used-for/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 - 1 - [2](/categories/insurance-compliance/resources?discussions_page=2) - [3](/categories/insurance-compliance/resources?discussions_page=3) - [Next ›Next ›](/categories/insurance-compliance/resources?discussions_page=2) ## Insurance Compliance Software Reports Grid® Report for Insurance Compliance Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for Insurance Compliance Summer 2026 G2 Report: Momentum Grid® Report Grid® Report for Insurance Compliance Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for Insurance Compliance Spring 2026 G2 Report: Momentum Grid® Report Grid® Report for Insurance Compliance Winter 2026 G2 Report: Grid® Report Momentum Grid® Report for Insurance Compliance Winter 2026 G2 Report: Momentum Grid® Report