Most insurance management platforms restrict what you can report on. Marathon's Reporting Engine gives you complete, documented access to every report, form, template, field, and communication tool in the system — with nothing locked behind add-ons or consultants.
Reporting depth varies dramatically across insurance software. Here is how Marathon's Reporting Engine stacks up against the most widely used agency management and insurtech platforms.
| Reporting Capability | Marathon RGE Agency & Premium Finance | Applied Epic Applied Systems | AMS360 Vertafore | HawkSoft Agency AMS | EZLynx Agency AMS | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| Data Access & Transparency | ||||||||||
| Full field-level data reference Every reportable field, sort key & file relationship documented | ✔ Complete — all fields |
✕ | ✕ | ✕ | ✕ | |||||
| Access to all system data Report on any field across the entire system — no restrictions | ✔ All data — no limits |
⚠ Limited to exposed fields |
⚠ Add-on required |
⚠ Partial access |
⚠ Partial access |
|||||
| No IT or consultant required Users run, build, and customise reports independently | ✔ Self-service by design |
✕ Custom work often billed separately |
✕ Add-ons for full access |
⚠ Partial self-service |
⚠ Partial self-service |
|||||
| Report Discovery & Search | ||||||||||
| Live searchable report catalog Find any report instantly by name, filter, or data type | ✔ 553 reports — live search |
⚠ List view only |
⚠ List view only |
⚠ Limited search |
✕ | |||||
| Fully documented template library All form, report, process & data form templates described | ✔ 716 templates documented |
⚠ Partial — varies by module |
⚠ Standard set only |
⚠ Basic library |
⚠ Limited templates |
|||||
| Output Formats & Delivery | ||||||||||
| Export format range Supported output file types | ✔ Excel, Word, PDF, HTML, JSON, XML, CSV |
⚠ PDF, Excel, CSV |
⚠ Excel, XML (add-on) |
⚠ PDF, Excel |
⚠ PDF, Excel |
|||||
| Report scheduling Automated report runs on a set schedule | ✔ Full scheduling — built in |
✔ Email delivery scheduling |
⚠ Limited |
⚠ Basic |
⚠ Basic |
|||||
| Native SMS campaigns Build and send SMS directly from the reporting system | ✔ Built-in SMS campaigns |
✕ Requires 3rd-party |
✕ Requires 3rd-party |
⚠ Via integration |
⚠ Via integration |
|||||
| Automated client email from reports Trigger emails directly from report or form output | ✔ Native — fully integrated |
⚠ Via integrations |
⚠ Via integrations |
⚠ Via integrations |
⚠ Via integrations |
|||||
| Industry Coverage | ||||||||||
| Agency management reporting Full agency-side reports, forms, and process documentation | ✔ | ✔ | ✔ | ✔ | ✔ | |||||
| Premium finance reporting Reports, forms, and data specific to premium financing — unified | ✔ Agency & finance — one system |
⚠ Module add-on |
⚠ Limited coverage |
✕ | ✕ | |||||
| Custom data capture forms Build forms to collect additional client or policy data | ✔ 190 data form templates |
⚠ Limited |
⚠ Limited |
⚠ Basic |
⚠ Basic |
|||||
Comparison based on publicly available product documentation, feature pages, and user reviews as of April 2026. Competitor capabilities may vary by subscription tier, region, or configuration. Applied Epic and AMS360 are trademarks of Applied Systems and Vertafore respectively. HawkSoft and EZLynx are independent trademarks of their respective owners. Provided for informational purposes only.
The Marathon Reporting Engine drives forms, letters, automated client emails, SMS campaigns, custom data capture, and scheduled output — all built in, all documented.
The Reporting Engine documentation covers the full system in depth — so any user can find, understand, and use any reporting capability without outside help.