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  6. What is the best way to implement Best Practices for reports on renewal and new business retention?
Sarajane R. G.
SG
Vice President of Client Services at Alliance Insurance Group of Colorado
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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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MP
COO/Agent
0
Renewal Manager, is a great asset
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Tina B.
TB
Commercial Lines Manager at SourceOne Insurance
0
If you forward to me your email address I can send to you the Criteria that I use for both.
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Applied Epic® is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. Applied Epic provides a sing
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