Report: Unreplaced Binders

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:

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
Print Preview
Create CSV to export the report to the program of your choice.
Preview Cover Page

Report Selections

What is this?

Customer

Default is (All) or you may Search and select a specific customer.

Transaction Effective Date

Options	What is this?
Transactions Effective Through Current Date	Choose this option (default) to select all unreplaced binder transactions through the current date (today).
Select Ending Transaction Effective Date	Choose this option to select all unreplaced binder transactions through a selected end date.

Policy Selection

Fields	What is this?
Business Unit	Click the link to open the Business Unit Selections form and make your selections.
Representative	The default is (All) or you may select a specific representative.
Company Type	The default is (All) or select: Insurance Brokerage Subscription
Company	List is populated based on selection in Company Type. Make a selection here if only one company is desired.

Sort Option

The default report sort selection is Representativeor you may select to sort byDivision.

Print Cover Page

Allows you to include a cover page listing the selected options included in the report. This box defaults to unchecked.

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	Policy Transaction Code
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	Policy Transaction Code.
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.