# 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!

##### 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

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.  

##### Comment Metadata
- Posted at: about 6 years ago
- Author title: Director, Data Analytics at INSURICA




## 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)

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