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:

  • Move selected Customers to a new Business Unit

  • Move selected Policies to a new Business Unit

  • Moves only unposted invoices, i.e., going forward, no historical transactions

  • Updates Business Unit splits on the policy

Workflow

Filters

Filter by Business Unit and Association to Customer or Policy

Customer Extract

Columns:

  • Customer Name

  • Active Customer

  • Customer Number

  • Customer ID

  • Customer Revenue (Earned)

  • Customer Revenue (Estimated)

  • Customer Executive

  • Customer Reprsentative

  • Broker Name

  • Relationship

  • Customer Type

  • Current Customer Division

  • Current Customer Branch

  • Current Customer Department

  • Current Customer Group

  • New Customer Division

  • New Customer Branch

  • New Customer Department

  • New Customer Group

Policy Extract

Columns:

  • Customer Name

  • Customer Number

  • Policy Revenue (Earned)

  • Policy Revenue (Estimated)

  • Policy Number

  • Line of Business

  • Policy Effective Date

  • Policy Expiration Date

  • Type of Business

  • Policy Status

  • Policy Executive

  • Policy Representative

  • Policy Broker

  • Policy ID

  • Current Policy Division

  • Current Policy Branch

  • Current Policy Department

  • Current Policy Group

  • New Policy Division

  • New Policy Branch

  • New Policy Department

  • New Policy Group

 

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