Business Unit Change Customer / Policy Extract Simple

Note: This update represents only a portion of the AMS360 25R2 release. Please navigate to AMS360 2025 R2 Release Notes to review other enhancements and fixes that were part of the release.

The MAR Business Unit Change Customer/Policy Extract Simple report has removed its revenue fields. The existing Business Unit Change Customer/Policy Extract is still available for use.

This element filters by Business Unit and Business Unit Association to Customer or Policy

Customer status will reflect the choice made under Business Unit

Customer Extract

Report Columns:

• Customer Name

• Active Customer

• Customer Number

• Customer ID

• Customer Type

• Customer Representative

• Customer Executive

• 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

Report Columns:

• Customer Name

• Customer Number

• Policy Number

• Line of Business

• Policy Effective Date

• Policy Expiration Date

• Type of Business

• Policy Status

• Policy Representative

• Current Policy Division

• Current Policy Branch

• Current Policy Group

• New Policy Division

• New Policy Branch

• New Policy Department