A QueryPlus user wanted to run reports on only ‘brand-new’ Customers, but there isn’t any field in the AMS/AFW databases that indicates this status. So the Daily Querier created a field called:

            Customer Prior Policy Count 

This field returns one of 3 results:

            Blank:              Customer has no policies and never has

            Zero(0):           Customer has no previous policies and is ‘brand-new’

            Positive #:       The number of previous policies this Customer has had

Note that the term ‘prior’ or ‘previous’ Policy refers ONLY to policies written through the AMS interface – it does not include any prior policies from other carriers/agents that were manually entered as prior policies.

With this field, the AMS user can create a query to return all brand-new Customers, not-brand-new Customers, Customers who never bought a policy at all…. The possibilities are many.

Add another existing field:

            Customer Open Policy Count

And there are even more possibilities.