Insurance Suites Software Resources

Articles, Glossary Terms, and Discussions to expand your knowledge on Insurance Suites Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, and discussions from users like you.

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Insurance Suites Software Articles

What Is Insurtech? Terms, Benefits, and Definition

The sweeping arm of digital transformation has cast aside normal operating procedure and catalyzed technological innovation in the insurance industry.

by Patrick Szakiel

Insurance Suites Software Glossary Terms

Insurance Claim

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

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Technology Glossary

Browse through dozens of terms to better understand the products you purchase and use everyday.

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Insurance Suites Software Discussions

Question on: EZLynx

What is EZLynx used for?

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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.

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Answered: Carolin Jesudasan on October 6, 2023

Your answer

Question on: Applied Epic

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!

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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.

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Answered: Janet Yem on May 7, 2020

Your answer

Question on: Applied Epic

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!

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If you forward to me your email address I can send to you the Criteria that I use for both.

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Answered: Tina Balkema on October 1, 2020

Renewal Manager, is a great asset

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