A QueryPlus user wanted to easlily identify Writing and Parent Companies which weren't being used by her Agency. Here's a query that will help with that.

1.    Start a new query.... Reports - New Report.

2.    Give the query a name and choose the Basic Agency Information module.

3.    Set the System/SubSystem/Component drop-boxes as shown below.
      

4.    Choose these fields. 
      

5.    Click Preview - your dataset will look like this. 
      

For both Parent and Writing Companies, a number in the Count field indicates 1 or more Active Policies assigned to that Company.

In the '..Latest Policy Expiration Date' field, a blank indicates that Company never had an Active Policy with your Agency. A date with a blank in the Count field indicates when the most recent Policy Expiration Date occurred - which may be helpful in determining whether to make that Company inactive.

Company Type values:

N = Insurance
B = Brokerage
F = Finance
E = Fee
W = Writing

Company Type can be filtered, but since this field can be changed, a filter like 'equals N or W' would exclude Companies that were N or W at the time a Policy was created, but have been changed since.... not particularly likely, but possible, and for this type of query, it is much better to leave a field like Company Type un-filtered to be sure to get all of the entries of interest.

Export this dataset to Excel, mark the Companies to be inactivated, then go to your AMS360/AfW interface to verify the results and make the corrections.

Several Agencies have asked to be able to analyze Producer Commission specifically for Policies on which more than 1 Producer has earned Commission. To facilitate this, we have created a new field: 

This field works best with one of the provided Commission reports: Commission Report Policy Level or Producer Report Commission Details, although it can be added to any query or report where it is useful. To use it:

1.       Open the report in QueryPlus

2.       Find the new field in the filter bar:

3.       Add the field to the query.

4.       Open the Filter Wizard, select the new field and add this filter to it:

5.       Set your date range, Policy GL Dept, Div, etc filters as you want them (remember, this report may return a whole lot of data).

6.       Click Preview, then when the dataset appears, click Design Report and open the finished report.

7.       Most important: test and validate the data returned by the query on your database. For a whole lot of reasons, we cannot vouch for the data that a query returns on your database, so you must check your data well enough to gain confidence that you’re seeing what you should be.