Customers with no Active Policies

When searching for Customers who should be made Inactive, this query has been available:

               

Filter as follows:

                Customer is Active                                          equals Y

                Customer Open Policy Count                      equals zero

                Customer Latest Policy Expiration Date filter for desired date limit

 

A QueryPlus user wanted to see the Line of Business of the latest Policy to expire, for re-marketing purposes. So this field has been added:

                Customer Latest Policy Line of Business

 

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