# 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!

##### Post Metadata
- Posted at: over 6 years ago
- Author title: Vice President of Client Services at Alliance Insurance Group of Colorado
- Net upvotes: 1


## Comments
### Comment 1

Renewal Manager, is a great asset

##### Comment Metadata
- Posted at: over 5 years ago
- Author title: COO/Agent



### Comment 2

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

##### Comment Metadata
- Posted at: almost 6 years ago
- Author title: Commercial Lines Manager at SourceOne Insurance




## Related Product
[Applied Epic](https://www.g2.com/products/applied-epic/reviews)

## Related Category
[Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)

## Related discussions
- [How well does Trello scale into a larger team?](https://www.g2.com/discussions/1-how-well-does-trello-scale-into-a-larger-team)
  - Posted at: over 13 years ago
  - Comments: 6
- [Can we please add a new section](https://www.g2.com/discussions/2-can-we-please-add-a-new-section)
  - Posted at: over 13 years ago
  - Comments: 0
- [Quantifiable benefits from implementing your CRM](https://www.g2.com/discussions/quantifiable-benefits-from-implementing-your-crm)
  - Posted at: about 13 years ago
  - Comments: 4