Personnel Extract (MAR Report for Global Change for Personnel) [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.

The MAR Personnel Extract report lists the personnel by customers and policies and may be used to import into Global Change Personnel Import. This feature provides user with a .csv file for editing and importing into the Global Change Personnel Import to change the personnel on all customers and / or policies.

Workflow

MAR Personnel Extract Report Changes

Filters by Business Unit and association to Customer or Policy

Customer Extract: Report for Customer Personnel Extract (Ex: filtered by executive Chris Romo)

• Includes only active customers

• Columns:

  • Customer Name

  • Customer Number

  • Current Personnel

  • Current Personnel Type

  • Primary

  • New Personnel Name

  • Business Origin

  • Current Personnel Short Name

  • Personnel Type of Business, from the Customer Setup Service Groups

    • Main primary personnel (from the customer setup) will show blank

    • Additional personnel in the Customer Service Group (primary or not) will show Type of Business

  • New Personnel Short Name (blank column no data, for user data entry)

Policy Extract

• Includes only Active Customers and their Active and Inactive policies

• Columns:

  • Customer Name

  • Customer Number

  • Policy Number

  • Policy ID

  • Current Personnel Name

  • Current Personnel Type

  • Type of Business

  • Primary

  • New Personnel Name

  • Business Origin

  • Effective Date of the policy

  • Expiration Date of the policy

  • Current Personnel Short Name

  • New Personnel Short Name (blank column no data, for user data entry)

For Both Customer and Policy Extracts:

• Excludes broker rows, which are not changed by Global Change Personnel Import

  • Policy extract: Does not include broker for a policy

  • Customer extract: Does not include brokers

• Meets the following conditions:

  • Include policies where most recent policy transaction is a quote

  • Exclude Accounting Only policies (policy type = A)

  • Include Submissions

  • Includes continuous policies