Report: Custom Broker Report

Use the Custom Broker Report to return broker-only data for aged accounts receivable, cancellations, or expired policies.

The Cancellation and Expiration/Renewal versions of the Custom Broker Report share similarities with their standard report counterparts. However, unlike the standard Cancellation and Expiration/Renewal reports, these custom reports return broker-only totals, and easily narrow results to Broker customers.

The Aged Accounts Receivable version of the Custom Broker Report shares similarities with the standard Broker Aged Accounts Receivable Report. However, unlike this report, the custom report allows multiple grouping options including Customer, Executive, and Company; it also returns information by customer rather than by invoice, constraining data to a single row per entry.

The Custom Broker Report is an "add-on" custom report: it is accessible only if you have purchased the custom license. For more information, please contact your agency’s account manager.

Report Selections

Group/Field

Description

Report Type

To run a Custom Broker report, you must first select the Report Type from the options listed below:

Aged Accounts Receivable
Cancellation
Expiration/Renewal

The sub-section appearing below the Selections section changes based on the type of report you choose. The sub-section name is the same as the Report Type selected above.

Broker

Select One, Multiple, or All Brokers from the list. Select (All) to include all Brokers.

Executive

Select One, Multiple, or All Executives from the list. Select (All) to include all Executives.

Representative

Select One, Multiple, or All Representatives from the list. Select (All) to include all Representatives.

Business Unit

Click the link to open the Business Unit Selections form and make your selections (Division/Department, Division/Branch/Department, Division/Department/Group, etc.).

Business Units available depend on which business units you have setup for your agency (division, branch, department, and/or group).

Company

These fields are only available when the Report Type is Cancellation or Expiration/Renewal.

Field	What is this?
Type	Select the type of company, insurance, brokerage, or All.
Parent	The Parent company list fills based on the Type selection above. You can select one, multiple, or All parent companies.
Writing	The Writing company list fills based on the Parent company selection above. You can select one, multiple, or All writing companies.

Report Options

Field	What is this?
Group By	From the list of groups, select how you would like to organize your results (Broker, Company, Customer, etc.)
Description	Accept the default description, or enter a new one that describes the report you are requesting.
Print Cover Page	Allows you to include a cover page listing the selected options included in the report. This option defaults as unchecked.

Aged Accounts Receivable

Field	Description
As of Date	The default date that appears in this field is the current date. If you need to change the date, you can enter it or select it from the date picker.
Enter Custom Aging Category	Check this box if you would like to narrow your results to include only those records within a specific range of days past due. If you check the box, you can then enter the range, from the least (From) to the greatest (To) number of days past due.

Field

Description

As of Date

The default date that appears in this field is the current date. If you need to change the date, you can enter it or select it from the date picker.

Enter Custom Aging Category

Check this box if you would like to narrow your results to include only those records within a specific range of days past due.

If you check the box, you can then enter the range, from the least (From) to the greatest (To) number of days past due.

Cancellation

Group/Field	Description
Begin Date	To run the Cancellation report, you must set a cancellation date range From the date picker, select the earliest date (Begin Date) in the range. From the date picker , select the latest date (End Date) in the range You can also enter the date range manually.
End Date
Sort By	From the list, select how you would like to sort your results: Broker Executive Representative

Group/Field

Description

Begin Date

To run the Cancellation report, you must set a cancellation date range

From the date picker, select the earliest date (Begin Date) in the range.
From the date picker , select the latest date (End Date) in the range

You can also enter the date range manually.

End Date

Sort By

From the list, select how you would like to sort your results:

Broker
Executive
Representative

Expiration/Renewal

Group/Field	Description
Begin Date	To run the Expiration/Renewal report, you must set an expiration date range From the date picker, select the earliest date (Begin Date) in the range. From the date picker , select the latest date (End Date) in the range You can also enter the date range manually.
End Date
Type of Business	Select the Type of Business from the list (e.g., Commercial Lines, Personal Lines, etc.).
Policy Type	Select the type of policy from the list (e.g., BOP, Monoline, Package).
Include Policy Status Flag	To narrow your results based on the presence of a Policy Status Flag, select from among the following flags to include (you can check one or more boxes): Expired Non-Renewed Not Taken Renewed Rewritten Cancelled For example, check the Renewed box to include those policies that have been flagged as renewed. Active policies are always included.
Bill Method	Select the Bill Method option: Agency Bill, Direct Bill, or Both.
Renewal List Flag	Check the box Include Excluded Policies to include in your results those policies with a Policy Renewal List status of Do not include.

Report Fields

Aged Accounts Receivable

Field	Description
Customer Name	Customer firm name, DBA, or last name, first name. Depending on the customer, some or all of these names can appear.
Bus Phone	Customer's business phone number.
Res Phone	Customer's residential phone number.
Exec	Short name of the Executive assigned to the customer.
Rep	Short name of the Representative assigned to the customer.
Last Pay Date	The date of the last payment posted to the customer account.
Last Pay Amount	The amount of the last payment posted to the customer account.
(Age Buckets)	The invoice balance appears in the appropriate age column based on the invoice date or invoice effective date, whichever is later. These are the standard Age Buckets, in days: < 0 0 - 30 31 - 60 61 - 90 Over 90 If you entered a custom aging category when making your report selections, then where the least amount of days past due = x, and the greatest amount of days past due = y, the column headings are: < x x - y > y
Late Charge	Late charge amount added to invoice total. This number can be 0.00
Total	Total amount due for the customer.

Cancellation

Field	Description
Customer Name	Customer firm name, DBA, or last name, first name. Depending on the customer, some or all of these names can appear.
Policy Number	Number of the cancelled policy.
Eff Date	Effective date of the policy.
Policy Type	Line of business attached to the policy.
Transaction	Cancellation transaction selected for the policy (Cancellation request or Cancellation confirmation).
Cancel Date	Effective date of the policy's cancellation.
Comp	Parent company associated with the policy.
Exec	Executive short name associated with the policy.
Rep	Representative short name associated with the policy.
Tran Prem	The amount credited for cancellation, less any additional charge for the transaction.
Total Prem	Premium amount on the policy, including any cancellation Transaction Premium credit.

Expiration/Renewal

Field	Description
Exp Date	Date the policy expires.
Policy Number	Number of the expiring policy.
Acct Type	This is the first letter of the type of account that you marked in the Business with Agency section in the Customer Setup form. Example: If you marked the box next to Commercial in this customer's Business with Agency section, the letter C appears in this column.
Bill	If the policy bill method is Direct Bill, then the letter D appears in the column. If the policy bill method is Agency Bill, then the letter A appears in the column.
Parent Co	The name of the Parent Company associated with this policy.
Writ Co	The name of the Writing Company associated with this policy.
Total Cost	The sum of all the premium columns for the entire policy and non-premium rows for fees and taxes only. Does not include financed non-premium rows or down payments. It also excludes rows where "Do not include in premium totals" is marked.
Full Term Prem	The premium amount entered on the policy for the policy term.
Exec	Short name of the Executive associated with the policy.
Rep	Short name of Representative associated with the policy.
Customer Name	Firm name, DBA, or last, first name of customer.
Contact Name	Customer firm name, DBA, or last name, first name. Depending on the customer, some or all of these names can appear.
Phone Number	The customer phone number. If you entered a residential number in Customer Setup, then this number is the default.

CSV Columns

Aged Accounts Receivable

CSV Columns	Description
CustName	Customer firm name, DBA, or last name, first name. Depending on the customer, some or all of these names can appear.
CustResPhone	Customer's residential phone number.
CustBusPhone	Customer business phone number
PolTypeLOB	Line of business attached to the policy.
PolNo	Policy number associated with the invoice.
PolEffDate	Effective date of the referenced policy.
PolExpDate	Expiration date of the referenced policy.
InvNo	The invoice number.
InvAgeBucket	The number of days that the invoice balance has aged past either the invoice date or the invoice effective date, whichever is later.
Balance	The amount of the invoice balance.
LateChgAmt	The Late charge amount of the invoice.
LastPmtDate	The date of the last payment posted to the customer account.
LastPmtAmt	The amount of the last payment posted to the customer account.
ExecName	Last, first name of the Executive associated with the policy.
RepName	Last, first name of the Representative associated with the policy.
BrokerName	Firm name or last, first name of the Broker associated with the policy.
Div	The invoice Division.
Branch	The invoice Branch.
Department	The invoice Department.
Group	The invoice Group associated with the invoice.

Cancellation

CSV Columns	Description
CustName	Customer firm name or last name, first name.
CustDBA	The name under which the customer conducts business.
ExecShortName	Short name of the Executive entered on the policy.
ExecName	Last name, first name of the Executive entered on the policy.
RepShortName	Short name of the Representative entered on the policy.
RepName	Last name, first name of the Representative entered on the policy.
BrokShortName	Short name of the Broker associated with the policy.
BrokerName	Firm name or last, first name of the Broker associated with the policy.
UnderWriter	Underwriter entered on the policy, if any.
PolTypeLOB	Line of business attached to the policy.
PolNo	Policy number.
PolEffDate	Effective date of the referenced policy.
PolExpDate	Expiration date of the referenced policy.
IsContinuous	In the Basic Policy information section, if the Continuous check box is selected to mark this as a continuous policy, then the letter Y appears in this column. Otherwise , the letter N appears to indicate that the policy is not continuous.
RenewalRptFlag	An abbreviation for the policy's Status selection on the Policy data entry form. Example: If the policy status is Cancelled, the letter C appears. If it is Non-Renewed, the letter N appears.
TermPremium	The amount entered in the Full Term Premium field on the policy transaction.
TotalCost	The sum of all the premium columns for the entire policy and non-premium rows for fees and taxes only. Does not include financed non-premium rows or down payments. It also excludes rows where "Do not include in premium totals" is marked.
PolTEffDate	Effective date of the policy cancellation.
PolTranDesc	Transaction description, as selected on the Policy data entry form at the time of the cancellation.
RenewFlagDescr	The policy's Status selection on the Policy data entry form.
TranTypeDescription	Cancellation Transaction type, as selected on the Cancellation data entry form.
ReasonDescription	The reason for the cancellation, as selected on the Cancellation data entry form.
EntryTypeDescr	Identifies how the policy was entered in AMS360. Types include: Data Entry The policy was created by selecting New Policy, Copy Policy, or Renew/Rewrite and the data was typed into the system. Download The policy was created by an electronic download from the company. Conversion The policy was created by converting data from another management system. AL3 The policy was created by importing information from an integration partner such as QuoteWorks or AMS Producer Plus.
BillMethodDescr	The method of billing selected for the policy (e.g. agency bill, direct bill).
CompShortName	Short name of the parent company for the cancelled policy.
CompanyName	The parent company for the cancelled policy.
CompanyType	The type of company identified and assigned to the policy. Insurance Brokerage Subscription
WritingCompName	The writing company entered for the cancelled policy.
NotationDescr	The notation assigned to the policy transaction.
ReasonPolT	The reason selected for the cancellation appears as an abbreviation in this column. Example: Insurer's Request appears as IR. Out of Business appears as OB.
Premium	Premium amount charged for the cancellation transaction.
InvNo	Cancellation invoice number.
InvDate	Date of the cancellation invoice.

Expiration/Renewal

CSV Columns	Description
CustName	Customer firm name or last name, first name.
DBACust	The DBA name under which the customer conducts business.
ContactName	The agency person assigned Renewal Contact Responsibility. This information is found in the Policy data entry form > Policy Contacts section. If this contact type is not found, the first contact name entered on the policy prints. If there are no contacts, the customer name prints.
ResPhone	The customer's residential phone number.
BusPhone	The customer's business phone number.
FaxPhone	The customer's fax number.
Email	The customer's email address.
ExecShortName	Short name of the Executive entered on the policy.
ExecName	Last name, first name of the Executive entered on the policy.
RepShortName	Short name of the Representative entered on the policy.
RepName	Last name, first name of the Representative entered on the policy.
BrokShortName	Short name of the Broker associated with the policy.
BrokerName	Firm name or last, first name of the Broker associated with the policy.
PolNo	Policy number.
PolTypeLOB	Line of business attached to the policy.
PolEffDate	Effective date of the referenced policy.
PolExpDate	Expiration date of the referenced policy.
TotalCost	The sum of all the premium columns for the entire policy and non-premium rows for fees and taxes only. Does not include financed non-premium rows or down payments. It also excludes rows where "Do not include in premium totals" is marked.
FullTermPremium	The amount entered in the Full Term Premium field on the policy transaction.
BillType	An abbreviation for the Bill Method entered on the policy. If the billing method for this policy is agency bill, the letter A appears in this column. If the bill method is direct bill, then the letter D appears in this column.
BillMethod	The method of billing selected for the policy on the Policy data entry form (Agency Bill or Direct Bill).
CompanyShortName	Short name of the parent company for the cancelled policy.
CompanyName	The parent company for the cancelled policy.
WritingShortName	Short name of the writing company for the cancelled policy.
WritingCompName	The writing company entered for the cancelled policy.
CompanyType	The type of company identified and assigned to the policy. Insurance Brokerage Subscription An abbreviation of the company type appears. Example If the company type is Insurance, then the letter N appears in the column.
CompanyTypeDesc	The type of company identified and assigned to the policy. Insurance Brokerage Subscription
DescrANot	The policy notation assigned to the transaction.