This guide walks you through generating a Book of Business report in Applied Epic showing policies in force (PIF) by carrier & policy type, and preparing it for submission to Quandri.

Step 1 - Navigate to the Book of Business Report

• In Epic, go to: Reports & Marketing > Policies
• Select the report titled: Book of Business-Line Book Report
   

Step 2 - Set the Report Criteria

Use the following selections to filter the PIF count needed for Quandri.

• Department-Select: Personal
• Client Type-Select: Insured
• Policy Type-Select only your Personal Lines policy types.
• Policy Effective Date-Choose: Relative Date Range & Use From System Date → -365 Days (This captures policies effective within the last 12 months.)
• Issuing Company- Select all Personal Lines markets/carriers your agency writes with.
• Line Status- Remove any statuses associated with: Cancellations, Lapsed policies, Quotes. Keep only statuses that represent Active In-Force policies
• Account Status-Select only Active
• Prospective or Contracted- Select only Contracted
• Leave all other default settings as-is
   

Step 3 - Run & Export the Report

• Run the report using the criteria above.
• Choose Excel as the output format.
• Open the generated spreadsheet.
   

Step 4 - Build the Pivot Table from Complete Details tab

Pivot Table Layout - Set up the fields as follows:

• Rows-Insurance Company Name
• Values-Count of Insurance Company Name (This becomes the PIF count)
• Columns-Policy Type & Line Type

This will produce a simple table showing carriers with PIF count for active policies, broken down by line or policy type.
 

Step 5 - Submit to Quandri

• Copy the completed pivot table (or save the workbook) and send it to Quandri.