My Agency Report for Global Change of Business Unit [Update]
Note: This update represents only a portion of the AMS360 23R1 release. Please navigate to AMS360 2023 R1 Release Notes to review other enhancements and fixes that were part of the release. |
Users are now able to change the business unit on selected customers or policies in the AMS360 Administration Center.
Summary
With this release, the following functions may be performed:
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Move selected Customers to a new Business Unit
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Move selected Policies to a new Business Unit
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Moves only unposted invoices, i.e., going forward, no historical transactions
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Updates Business Unit splits on the policy
Workflow
Filters
Filter by Business Unit and Association to Customer or Policy
Customer Extract
Columns:
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Customer Name
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Active Customer
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Customer Number
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Customer ID
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Customer Revenue (Earned)
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Customer Revenue (Estimated)
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Customer Executive
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Customer Reprsentative
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Broker Name
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Relationship
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Customer Type
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Current Customer Division
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Current Customer Branch
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Current Customer Department
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Current Customer Group
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New Customer Division
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New Customer Branch
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New Customer Department
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New Customer Group
Policy Extract
Columns:
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Customer Name
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Customer Number
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Policy Revenue (Earned)
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Policy Revenue (Estimated)
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Policy Number
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Line of Business
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Policy Effective Date
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Policy Expiration Date
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Type of Business
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Policy Status
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Policy Executive
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Policy Representative
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Policy Broker
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Policy ID
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Current Policy Division
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Current Policy Branch
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Current Policy Department
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Current Policy Group
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New Policy Division
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New Policy Branch
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New Policy Department
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New Policy Group