Many QueryPlus users need a query like 'Show me all my Customers who have a Private Passenger Auto Policy with our Agency but who do NOT have a Homeowners Policy with us'. The query below returns this list, and can be used for any combination of two Policy Lines of Business as well, just by changing a couple of fields.

Filters:

Second Policy Effective Date 'before [today's date]'
Second Policy Expiration Date 'after [today's date]'
Second Policy Line of Business 'equals [the LOB that the Customer DOES have]' (use OR to include more than one LOB)
Second Policy Renewal Report Flag 'equals A or equals I'
Second Policy Status 'does not equal D'
Second Policy Sub Type 'does not equal S'
Policy Homeowners Count 'is null' (use appropriate field for the LOB that the Customer does NOT have)

Substitute any of the fields below in place of Policy Homewowners Count to filter for any specific LOB. If the LOB needed does not appear, contact the QueryPlus support team and we will quickly create the field you need. (there are effectively an unlimited number of possible LOBs, so we cannot create them all - the list will grow as users request them)