This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package. |
The Unreplaced Binders report identifies binder transactions that have been billed but are not associated with a replace binder transaction. AMS360 provides the following binder transactions:
Binder New Business (BNB)
Binder Endorsement (BPC)
Binder Renewal (BRW)
Accessing the Unreplaced Binders Report
This report is accessible from any center or form with a Toolbox menu. Selecting Toolbox > Reports takes you to the Reports - All list, where you can make your selection.
Click Unreplaced Binders. This opens the Report - Unreplaced Binders; Transactions Identified as Binder and Not Associated with a Replace Binder Transaction selection form. Make your selections, pull down the File menu and select to:
Print Preview
Create CSV to export the report to the program of your choice.
Preview Cover Page
Report Selections |
What is this? |
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Customer |
Default is (All) or you may Search and select a specific customer. |
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Transaction Effective Date |
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Policy Selection |
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Sort Option |
The default report sort selection is Representativeor you may select to sort byDivision. |
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Print Cover Page |
Allows you to include a cover page listing the selected options included in the report. This box defaults to unchecked. |
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Description |
Accept the default description, or enter a new one that describes the report you are requesting. |
Report Fields |
Description |
Customer |
Customer name. |
Cust# |
Customer account number. |
Policy |
Policy number. |
Rep |
Customer service representative short name. |
Div |
Division short name. |
Dept |
Department short name. |
Company |
Company short name. |
Policy Type |
LOB, BOP, Monoline or Package. Monoline is replaced by the first entered Line of Business when LOB's are added to the policy. |
Tran |
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Tran Date |
Policy transaction date. |
Policy Amount |
Sum of transaction premiums for the policy transaction effective date. |
Billed Amount |
Sum of billed premiums for the policy transaction effective date. |
CSV Columns |
Description |
Division |
Division full name. |
CustomerName |
Customer name. |
Cust# |
Customer account number. |
Policy |
Policy number. |
Rep |
Name of the customer service representative, formatted as Last Name, First Name. |
RepLastName |
Last name of the representative. |
RepFirstName |
First name of the representative. |
Comp |
Company short name. |
CompName |
Company full name. |
CompType |
Company Type: Insurance, Brokerage or Subscription. |
PolicyType |
LOB, BOP, Monoline or Package. Monoline is replaced by the first entered Line of Business when LOB's are added to the policy. |
Tran |
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TranDescription |
Transaction description. |
TranDate |
Transaction effective date. |
PolicyAmt |
Sum of transaction premiums for the policy transaction effective date. |
BilledAmt |
Sum of billed premiums for the policy transaction effective date. |
CustLastName |
Customer last name. |
CustFirstName |
Customer first name. |
CustMidName |
Customer middle name. |
CustFirmName |
Customer firm name, if any. |
Branch |
Branch full name. |
Group |
Group full name. |
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