Generate a Company List from Applied Epic that includes ICO, PPE, and NAIC code, in a CSV format for upload to Quandri.

Step 1 – Choose the Right Report

1. In Epic Reports/Marketing, go to Account.
2. Select the report type Company List (use the default version as your starting point).

Step 2 – Set the Criteria

1. In the report setup, go to Criteria.
2. Change the Department to: Personal Lines
3. Click Add Criteria by navigating to:Company → Identification Numbers → NAIC

Step 3 – Adjust the Layout

You’ll customize the layout so the output includes the fields Quandri needs and doesn’t clutter the report with extra address fields.

1. Open the Layout tab & launch the layout builder.
2. In Page Header & Details Sections:
   1.  Delete the address fields that are currently there.
   2. Add these fields: NAIC, Issuing Company, Billing Company, Parent Company
3. Once everything looks correct, Save & Exit the layout.

Step 4 – Run the Report to CSV

1. From the Delivery Options, set the Output to CSV.
2. Generate the report.

Save the generated .csv file—this is the file you’ll provide to Quandri.