### Contents - [**Discussions**](#resources-discussions) # Property & Casualty Insurance Agency Management Software Resources ##### Discussions to expand your knowledge on Property & Casualty Insurance Agency Management 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. [ContentsExpand/Collapse Contents](#) - [**Discussions**](#resources-discussions) ## Property & Casualty Insurance Agency Management Software Discussions 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) 0 Question on: Applied Epic [Accounting - Does your agency reconcile direct bill commission statements?](/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements) ? yes Answered: Mary Pientka on February 15, 2021 We changed to recording direct bill rather than reconciling about two years ago. It has been much more efficient for our accounting department. We have set up reports to catch any policies that don't make our statements as our check and balance. Answered: Julie Jennings on March 3, 2020 We used to; but changed over 10 years ago to recording direct bill only. We found that the carriers make very few mistakes on commission payments. Less than our staff does when invoicing direct bill. We run a direct bill transaction report after a statement is entered to make sure the statement balances to the transactions entered. Answered: Lori Merriman on March 3, 2020 We do. Feel free to reach out if you have questions. ashleyp@fourniersolutions.com Answered: Ashley Pullen on May 28, 2020 [See more answers (3)](javascript:void(0);) [Your answer](/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements/comments/new?remote=true) - ‹ Prev‹ Prev - 1 - [2](/categories/property-casualty-insurance-agency-management/resources?discussions_page=2) - [Next ›Next ›](/categories/property-casualty-insurance-agency-management/resources?discussions_page=2)