Report: X-Date

The X-Date report is a listing of all expiration dates entered in the X-Date section of the Customer data entry form. These policies are typically ones that your agency doesn't not write, but would like to quote when the current policy expires. You can use the report to:

Contact prospective customers.

As a criteria in Target Lists so you can include these suspects/prospects in a campaign.

Create a list of expiration dates by customer, or groups of customers, for special mailings.

Report Selections

What is this?

X-Date Information

Options	What is this?
X-Date Month	Choose a specific month for the report.
Select Dates	Use this option to type in, or pick from the date picker, a specific date range not covered by the choices in the From List option.
Line of Business	Select a specific line of business for the report.

Customer Selection

Options

What is this?

(Name criteria)

Options	What is this?
All (default)	Choose this option to print the report for all customers.
Specific Customer	Choose this option to select a specific customer for the report. Use the Search link to search for a specific customer.
Name Prefix	Choose this option to print the report for an alphabetical range of customers. Enter one or more characters in the From and To fields to create the report for an alphabetical range of customers. If you leave the From field blank and enter characters only in the To field, then AMS360 creates the report from the first customer on file up to the customer that matches the characters you entered in the To field. Conversely, if you enter characters in the From field and leave the To field blank then the report is created from the first customer that matches the alpha entry in the To field up to the last customer on file.
From _ To _

Business with Agency

Select to include customers with One, Multiple, or All business with agency types.

Status

Select One or All of the following statuses:

Active
Inactive

Customer Type

Select One or All of the following types of customers:

Agency customers
Agency prospects
Agency suspects
Broker customers
Broker prospects
Broker suspects

Executive

Select to include business for One, Multiple, or All executives.

Representative

Select to include business for One, Multiple, or All representatives.

Broker

Select to include business for One, Multiple, or All brokers.

Additional Personnel

Select to include business for One or All additional personnel entered in Customer Information.

Report Options

Options

What is this?

Sort Order

Select the primary sort for the report from one of the following:

Customer (default)
Executive
Line of Business
Representative

The secondary sort is X-Date month in ascending order.

Print Cover Page

Allows you to include a cover page listing the selected options included in the report. This option defaults as unchecked.

Description

Accept the default description, or enter a new one that describes the report you are requesting.

Report Fields

Description

X-Date

The expiration date entered for this policy in Customer information. The X-Date format is MM/DD/YYYY.

Line of Business

The line of business entered for the expiring policy.

Company

The company entered for the expiring policy.

Customer/ Address

If a customer has both a Firm Name and Last Name, then the Firm Name prints first followed by the DBA, if entered, then the Last Name and First Name.

The customer's address, city, state, and zip.

Business with Agency

A one-letter abbreviation identifies the business the customer has with the agency. The translations are as follows:

P = Personal
C = Commercial
L = Life
H = Health
B = Benefits
F = Financial

Customer Personnel

The Executive, Representative, and Broker (if applicable) assigned to the customer.

Type

A code for the type of customer appears. The following chart translates the code:

Code	Translation
C	Agency Customer when the Customer Personnel does not contain a broker.
P	Agency Prospect when the Customer Personnel does not contain a broker.
S	Agency Suspect when the Customer Personnel does not contain a broker.
C	Broker's Customer when the Customer Personnel contains a broker.
P	Broker's Prospect when the Customer Personnel contains a broker.
S	Broker's Suspect when the Customer Personnel contains a broker.

Contact information

The following information, if entered, for the contact listed:

Residence Phone
Business Phone
Email Address

How Contacts are Pulled

AMS360 searches for contact information and pulls the information in the following order:

Contact	Location
Renewal Contact	The contact entered with Renewal responsibility on the Contacts page of the Customer Setup.
First Contact	First contact found that was entered in the on the Contacts page of the Customer Setup.
Customer	If no contact information is found on the Contacts page, then the customer information appears.

Remarks

The information entered in the Remarks field for the expiring policy.

CSV Columns

Description

X-Date

The expiration date entered for this policy in Customer information. The X-Date format is MM/DD/YYYY.

Customer ?Firm Name

The Firm name and DBA entered for the commercial customer information.

Customer ?Last name, First name

The last and first names entered for the personal customer in customer information.

Customer Type

A code for the type of customer appears. The following chart translates the code:

Code	Translation
C	Agency Customer when the Customer Personnel does not contain a broker.
P	Agency Prospect when the Customer Personnel does not contain a broker.
S	Agency Suspect when the Customer Personnel does not contain a broker.
C	Broker's Customer when the Customer Personnel contains a broker.
P	Broker's Prospect when the Customer Personnel contains a broker.
S	Broker's Suspect when the Customer Personnel contains a broker.

Customer Status

Whether the customer is Active or Inactive at the time the report is run.

Address 1
Address 2
City
State
Zip

The address information entered for the customer.

Current Agent

The name of the agent entered on the X-Date page of Customer Setup.

Policy Number

The policy number, if entered, on the X-Date page of Customer Setup.

Company

The company name, if entered, on the X-Date page of Customer Setup.

Line of Business

The line of business entered on the X-Date page of Customer Setup.

Acct Size

The account size, if entered, on the X-Date page of Customer Setup. The options are:

Jumbo
Large
Medium
Small

Interest Level

The interest level of the customer, if entered, on the X-Date page of Customer Setup. The options are:

Closed
High
Low
Medium

Premium

The premium expressed in whole dollars, if entered, on the X-Date page of Customer Setup.

Customer Business Phone

The phone numbers entered for the customer.

Customer Residence Phone

Customer Fax Phone

Customer Cell Phone

Customer Pager Phone

Customer E-Mail

The email address entered for the customer.

Division

The customer's division and department.

Department

Customer Executive

The Executive, Representative, and Broker (if applicable) assigned to the customer.

Customer CSR

Customer Broker

AddlPersFullName

The name of any additional personnel entered for the customer.

Customer Notation

The notation assigned to the customer.

Contact

AMS360 searches for contact information and pulls the information based on the following order:

Contact	Location
Renewal Contact	The contact entered with Renewal responsibility on the Contacts page of the Customer Setup.
First Contact	First contact found that was entered in the on the Contacts page of the Customer Setup.
Customer	If no contact information is found on the Contacts page, then the customer information appears.

Contact Business Phone

The phone numbers and email address entered for the contact listed.

Contact Residence Phone

Contact E-Mail

Remarks

The information entered in the Remarks field for the expiring policy.