Relationship Revenue Report
The Relationship Revenue report shows customer to customer relationships by calculating the collective premium, estimated revenue, estimated revenue percentage, and annualized premium for in-force polices based on relationship groups created in AMS360.
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This report won't have detail until you upgrade to AMS360 version 2017 R1 and set up and assign relationships. |
The report will ignore a policy with the latest transaction labeled as:
• New Business Quote (NBQ)
• Policy Change Quote (PCQ)
• Policy Inquiry (PNQ)
• Renewal Quote (RWQ)
• Renewal Requote (RRQ)
The relationship and roles are populated from the setups in AMS360.
Important:
- If a customer is not part of any relationship, then they won't show in the report.
- If a customer is part of two relationships, the same information is reported for both relationships.
- A summary gives you the total revenue of the related customer by relationship.
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Data Level Security for this report: Customer Access |