Customer Policy Extract

The MAR Customer/Policy Extract provides you with the ability to create .csv files for uploading to the Global Change Business Unit, so you can change the Business Unit going forward on policies and/or customers. Going forward, this feature provides a convenient self-service process to create .csv files that change business units on an as-needed basis, which will save time.

The extract includes ALL policies, whether active and inactive. It does not exclude ANY policies, regardless of policy flag, the most recent transaction being a cancellation, or any cancellation transaction.

The Report has two tabs: "Customer" and "Policy." If you want to change some customers and some policies, you will need to save each tab as a separate .csv file.

  • The Customer tab shows Customers that may see a Business Unit change. To use this for a Global Change Business Unit for Customers, remove all rows where you do not want a Business Unit change made. Keep only those rows that will have a business unit change on the customer.

  • The Policy tab shows policies that may see a Business Unit change. To use this for a Global Change Business Unit for Policies, remove all rows where you do not want a Business Unit change made. Keep only those rows that will have a business unit change on the policy and future invoices, and business unit splits.

Pre-filters Form

  • Select the Business Unit components so you can minimize the number of rows returned.

  • Select the Business Unit Association; they each have different results.

    • If you select "Customer," it returns customers that have the selected business unit(s) plus the policies associated with those customers.

    • If you select "Policy," it returns policies that have the selected business unit(s) plus the customers associated with those policies.

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Columns — Customer Detail Results
Customer Name Last, First or Firm Name
Active Customer Active or Inactive
Customer Number Account number
Customer ID Unique identifier for customer
Customer Revenue (Earned) Earned revenue
Customer Revenue (Estimated) Estimated revenue
Customer Executive Primary Executive
Customer Representative Primary Representative
Broker Name Broker (if there is one)
Relationship Y / N
Customer Type Customer, Prospect, Suspect
Current Customer Division Division before Global Change Business Unit
Current Customer Branch Branch before Global Change Business Unit
Current Customer Department Department before Global Change Business Unit
Current Customer Group Group before Global Change Business Unit
New Customer Division Blank column to fill in for Global Change Business Unit
New Customer Branch Blank column to fill in for Global Change Business Unit
New Customer Department Blank column to fill in for Global Change Business Unit
New Customer Group Blank column to fill in for Global Change Business Unit

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Columns — Policy Detail Results
Customer Name Last, First or Firm Name
Customer Number Account number
Policy Revenue (Earned) Earned revenue
Policy Revenue (Estimated) Estimated revenue
Policy Number Policy Number
Line of Business Policy LOB
Policy Effective Date Effective date
Policy Expiration Date Expiration date
Type of Business Type of Business
Policy Status Status
Policy Executive Primary Executive
Policy Representative Primary Representative
Policy Broker Broker (if there is one)
Policy ID Unique identifier for policy
Current Policy Division Division before Global Change Business Unit
Current Policy Branch Branch before Global Change Business Unit
Current Policy Department Department before Global Change Business Unit
Current Policy Group Group before Global Change Business Unit
New Policy Division Blank column to fill in for Global Change Business Unit
New Policy Branch Blank column to fill in for Global Change Business Unit
New Policy Department Blank column to fill in for Global Change Business Unit
New Policy Group Blank column to fill in for Global Change Business Unit
Parent Company Name of the parent company
Writing Company Name of the writing company
Bill Type Agency bill or direct bill
Policy Sub-Type Policy, submission or service agreement

  • Select "Export" to create a .csv file for each tab

  • Select the File Format as "CSV"

  • Select the Columns as "Visible" or "All Columns"

  • Select the Filters as "Filtered Data" or "All Data," where filtered data means you can use the report filters to limit the rows for export

  • Select "Export" and save to a file that has a .csv extension