Report: Expiration/Renewal

Use the Expiration/Renewal report to work your renewals. The report includes the customer name, policy term (expiration date), policy number, written premium, company, and agency personnel assigned to the account.

You have the option to include all policies (renewed, rewritten, and expired), or only those policies that have not been renewed, rewritten, or cancelled.

Report Selections

Fields and Groups

What is this?

Expiration Date Range

Fields/Selections

What is this?

Next ___ days

Enter a date range for expirations by entering a number of days from the current date.

The default is 90 days, but can be changed.

Select Dates

Enter a date range for expirations by entering specific From and To dates.

The report then includes policies with expiration dates within the date range entered.

Customer Selection

Fields/Selections	What is this?
Customer	Use to identify One or All (default) customers to include in the report. To select a specific customer, remove the All check mark and enter one or more letters of the customer's name (optional) and click Search. The Customer Search form opens for you to select the customer.
Search	Use this link to find a specific customer for the report.
All	Check this box to include all customers in the list criteria.
Customer Name Range	Use this selection to include a range of customer names, based on alphabetical prefixes. Examples Search for a range of names: To include all customers with names that begin with letters C-D, enter the prefix "C" in the From field, and "Dz" in the To field. Include a name that begins with a character: To include a customer such as #1 American Auto, enter "#" in the From field, and "Az" in the To field.

Basic Policy Selection

Fields/Selections

What is this?

Exclude Inactive Employees from Exec and Rep dropdowns

Check this box to filter the Executive and Representative selection lists in this section, so that Inactive employees do not appear on the selection lists.

When this box is checked, only those employees with Active status indicated in Employee Setup are available for selection in the list. Inactive employees are blocked from the list.

Executive

The default is (All), or you can select a specific or multiple executives.

To block all Inactive employees from appearing in this list, check the box Exclude Inactive Employees from Exec and Rep dropdowns.

Representative

The default is (All), or you can select a specific or multiple representatives.

To block all Inactive employees from appearing in this list, check the box Exclude Inactive Employees from Exec and Rep dropdowns.

Broker

The default is (All), or you can select a specific or multiple brokers.

Include Policies for the selected personnel who are listed as 'Additional Personnel' on the policy.

Check this box to include Policies with any of the selected Exec, Rep, and Broker names entered as Additional Personnel.

While policies matching this criteria are included in the report, the additional personnel (exec/rep) do not appear.

Business Unit

Click the link to open the Business Unit Selections form and make your selections.

Include Policies for my service group

Check to include policies with an assigned Service Group for which you (the logged-in user) have security rights.

If specific Business Units are selected and the Include Policies for my Service Group check box is selected, the list will return both the specific business unit policies and the policies for which you (the logged-in user) have Service Group security.

Bill Method

The default is (All), or you can select Agency or Direct Bill policies exclusively.

Type of Business

The default is (All), or you can select a specific or multiple types of business.

Individual types of business choices are:
Benefits
Commercial Lines
Financial Services
Health
Life
Non-Property & Casualty
Personal Lines

Policy Type

Choose from the following types of policies:

All (default)
BOP
Monoline
Package

The Policy Type is selected in the Policy data entry form > Basic Policy section.

Line of Business

Select one or All (default) line(s) of business.

The Line of Business field is only available if Monoline is selected as the Policy Type.

Include Renewed/ Excluded Policies

The default option is unchecked.

Use to include policies with a Policy Renewal List status of Do not include, and a Basic Policy Status of Renewed and Rewritten in the report.

This option does not include any policy that has a status of Cancelled, Not-renewed, or Not-taken.

Company

Group/ Field	What is this?
Do not filter the writing companies based on Parent Companies	Check this box to enter Writing Company criteria for your report without a prerequisite Parent Company filter. When you check the box, the Type and Parent selection fields are disabled. Defaults as not checked.
Type	Use to limit your report to policies for One or All (default) types of companies. Insurance Brokerage Disabled if the Do not filter the Writing Companies... check box is selected.
Parent	The default is (All), or you can select a specific or multiple parent companies.
Writing	The default is (All), or you can select a specific or multiple writing companies.

Report Options

Fields/Selections

What is this?

Sort Order

You can sort the report by:

Sort Order	Page Breaks?
Broker	No page breaks.
Company	Page breaks between companies.
Customer	No page breaks.
Executive	Page breaks between executives.
Expiration Date	Page breaks between policy expiration date ranges.
Representative	Page breaks between representatives.

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

Report Field

Description

Customer Name

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, First Name.

Contact Information

Field	What is this?
Name	The contact that prints on the report is the first Customer Contact entered on the Customer. If there are no contacts, the customer name will print.
Res	The contact residence phone number, if entered.
Bus	The contact business phone number, if entered.
Email	The contact email address, if entered.

Business with Agency

The following abbreviations may appear on the report based on the types of Business with Agency listed in customer information. The code translations are as follows:

Code	Translation
P	Personal
C	Commercial
L	Life
B	Benefits
H	Health
F	Financial Services

Policy Personnel

Field	What is this?
Exec	The primary executive on the policy.
Rep	The primary representative on the policy.
Broker	The broker on the policy, if applicable.

Policy #

The number of the expiring policy.

Term

The term of the expiring policy.

Flag

The flag currently set on the expiring policy. The options are as follows:

Non-Renewed
Renewed
Active
Expired
Not Taken
Rewritten

Policy Type

The first line of business entered for the policy.

Bill Method

The bill method on the policy:

Company

The parent company providing coverage for the expiring policy.

Total Cost

The total of premium, fees, and taxes for the entire policy, except those marked Do not include in premium totals.

This figure does not include premium finance or down payments.

Full Term Premium

The total of amounts entered in the Full Term Premium field(s). This field is located on the Policy data entry form, > Basic Policy section > Policy Premium Totals group.

CSV Columns

Description

Expiration Date

The date the current policy is expiring.

Policy Number

The current number of the expiring policy.

Effective Date

The date the policy began.

Policy Term

The term of the expiring policy.

Customer - Firm Name

The Firm name entered in customer information.

Customer - Last name, First name

The Last Name, First Name entered for the customer in customer information.

Cust #

The AMS360 assigned customer number. You can search for a customer using this number.

Applicant City

From basic policy information, the city and state from Applicant Information.

Applicant State

Company

The parent company providing coverage for the policy.

Company Type

The type of company on the policy. The categories are:

Brokerage

Insurance

Writing Company

The writing company for the policy.

Company Underwriter

The underwriter's name, if entered on the policy.

Policy Notation

The notation currently assigned to the policy.

Policy Status

The flag currently set on the expiring policy. The options are as follows:

Non-Renewed
Renewed
Active
Expired
Not Taken
Rewritten

PolTypeShortname

The following abbreviations may appear in this CSV column based on the type of business selected on basic policy information. The code translations are as follows:

Code	Translation
P	Package
B	BOP
*	If the policy type is Monoline then the line of business appears. For example HOME* for Homeowners, AUTOP* for Private Passenger Auto.
M	If the policy type is Monoline, but no lines of business exist on the policy and M is shown.

Policy Type

The first line of business entered for the policy.

Policy Description

The description typed when entering the policy.

Bill Method

The current billing method for the policy. The options are:

Total Cost

The total of all premium, fees, and taxes for the entire policy, except those marked Do not include in premium totals.

This figure does not include premium finance or down payments.

Full Term Premium

The running total of amounts entered in the Full Term Premium field(s), in the Policy data entry form > Basic Policy section > Policy Premium Totals group.

Policy Executive

The primary executive on the policy.

Policy Representative

The primary representative on the policy.

Policy Broker

The broker on the policy, if applicable.

Policy Division

The current business unit entered on the policy.

Policy Branch

Policy Department

Policy Group

Lines of Business

All of the lines of business entered on the policy.

Customer Contact Name

The contact that prints on the report is the Customer Contact where the responsibility type is Renewal Contact.

If this contact type is not found, the first contact name entered on the policy prints. If there are no contacts, the customer name prints.

Customer Contact Residence

The contact residence phone number, if entered.

Customer Contact Business

The contact business phone number, if entered.

Customer Contact E-Mail

The contact email address, if entered.

Customer Contact Cell

The contact cell phone number, if entered.

Business with Agency

The following abbreviations may appear in this CSV column based on the types of Business with Agency listed in customer information. The code translations are as follows:

Code	Translation
P	Personal
C	Commercial
L	Life
B	Benefits
H	Health
F	Financial Services

Add'l Policy Exec 1

If additional personnel are entered for the policy, the names appear in these fields, corresponding with the Type of personnel and the order entered.

Add'l Policy Exec 2

Add'l Policy Rep 1

Add'l Policy Rep 2

Policy Sales Center Rep 1

Policy Sales Center Rep 2

When Policies Appear on the Report

Policies appear on the Expiration/Renewal Report when the following criteria are met:

Policy - Basic Policy Section

The Renewal List option is not marked as Do not include.
The Status (field after Policy Type in Basic Policy) is Active. The Status is changed manually by a user. AMS360 does not change this field automatically. Therefore, if the Status has been changed to Renewed, Rewritten, Cancelled, Non-Renewed, Expired, Quote, or Not Taken, the policy will not appear on the report.
The policy has not been deleted.

Report: Expiration/Renewal

The policy expiration date falls within the Expiration Date Range criteria.
Continuous policies are included when the policy effective day/month falls within the Expiration Date Range day/month for the next calendar year.

Example we have created a continuous policy from 9/19/2004 to Continuous. If the Expiration Date Range on the Expiration/Renewal report were as follows, the report results would say:

Expiration Date Range	Report Results
5/19/2004 5/19/2005	This continuous policy would not appear on the report because the Expiration Date Range includes the continuous policy's effective date. In other words, this date range includes the first year of the continuous policy.
5/19/2005 5/19/2006	Report Results = 09/19/2004 - Continuous.
5/19/2005 5/19/2010	We might expect the continuous policy to report multiple times. It does not. The Report Results = 09/19/2004 - Continuous, one time only.

Expiration Date Range

Report Results

5/19/2004
5/19/2005

This continuous policy would not appear on the report because the Expiration Date Range includes the continuous policy's effective date.

In other words, this date range includes the first year of the continuous policy.

5/19/2005
5/19/2006

Report Results = 09/19/2004 - Continuous.

5/19/2005
5/19/2010

We might expect the continuous policy to report multiple times. It does not. The Report Results = 09/19/2004 - Continuous, one time only.