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welcome to the easy you course on renewal reports in this course i will show you how to create a report that will show the policies expiring in a given month so you can start the renewal process to get your customers the best quote before renewing additionally this report can be used to view renewals but may need to be reshopped so letamp;#39;s get started to get to the reports first hover over the reporting icon then click on all reports under standard reports if you do not see the reports icon please docHub out to your agency admin we will be looking for the book of business reports so scroll down then click on the policy expiration report please note that if you do not have access to the book of business reports you must docHub out to your agency admin the policy expiration report will show a list of policies that are set to expire within a date range and show the premium change for the policy that have a renewal entered into the system now there are many filters to choose from that