Epic users, please find attached the instructions to create the necessary reports for loading your data.

Note: there has been an update to AgencyKPI's loader, both reports will be required for all Epic users. The video below was made before this change. 

*** The default Book of Business Premium/Commission is set to Line/Estimated. If you wish to make a change to this, please reach out to the AgencyKPI Help Desk.

If at any point you would like assistance, please contact us!