### Contents - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # Underwriting & Rating Software Resources ##### Glossary Terms, Discussions, and Reports to expand your knowledge on Underwriting & Rating Software 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) ## Underwriting & Rating Software Glossary Terms [![Loan Servicing](https://learn.g2.com/hubfs/G2CM_GI733_Glossary_Article_Images-%5Bloan_servicing%5D_V1a.png "Loan Servicing")](https://www.g2.com/glossary/loan-servicing-definition) [Loan Servicing](https://www.g2.com/glossary/loan-servicing-definition) Loan servicing is the process of handling a loan’s administrative affairs. Discover the basic elements and benefits of loan servicing software. by Kelly Fiorini [![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 ## Underwriting & Rating Software Discussions 0 Question on: PL Rating [Has anyone ever had success in cancelling before implementation?](/discussions/has-anyone-ever-had-success-in-cancelling-before-implementation) We initially signed up because we though they offered Anchor General for WA state, now we find out in the initial training that they do not. This was our ONLY reason for signing up, so naturally I email our rep to cancel and now find out that we can not cancel by any means and are being held to our 4 year contact, even though we have not completed training or even installed the software? LOOKING FOR ANY HELP OR RECCOMENDATIONS, ANYTHING IS APPRECIATED! Have an attorney file suit for misrepresentation Answered: Donald Lown on July 14, 2021 [Your answer](/discussions/has-anyone-ever-had-success-in-cancelling-before-implementation/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/underwriting-rating/resources?discussions_page=2) - [3](/categories/underwriting-rating/resources?discussions_page=3) - [Next ›Next ›](/categories/underwriting-rating/resources?discussions_page=2) ## Underwriting & Rating Software Reports Grid® Report for Underwriting & Rating Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for Underwriting & Rating Summer 2026 G2 Report: Momentum Grid® Report Grid® Report for Underwriting & Rating Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for Underwriting & Rating Spring 2026 G2 Report: Momentum Grid® Report Grid® Report for Underwriting & Rating Winter 2026 G2 Report: Grid® Report Momentum Grid® Report for Underwriting & Rating Winter 2026 G2 Report: Momentum Grid® Report