My Agency Report (MAR): Book of Business Report Enhancements

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.

This release includes additional information to pull into the Book of Business Report. We have added a viewing options grouping, added policy numbers to grouping, and changed the " Customer" designation to that of "Customer Number" to achieve greater title accuracy.

We have also added the following columns to this report:

• Acquisition

• Customer Business Entity

• Customer ID

• Customer Is In A Relationship

• Policy Description

• Policy Entered Date

• Underwriter

Workflow

In My Agency Reports, run the Book of Business report. Go to the Show/Hide button and select any of the additional columns so they will be displayed on the report.

Note: Users must be given access to specific My Agency Reports within Vertafore Single Sign On (VSSO) for them to be able to run this report.