When I work with QueryPlus users in their AMS databases, I often see odd and/or conflicting data fields, and QueryPlus is great for finding data that needs to be fixed - I call these the 'data-scrubbing' queries. The query below is an excellent one for data-scrubbing, and there are many variations that are useful as well.

Start with this basic query:

Filters:

Customer is Active 'equals N'
Customer Open Policy Count 'greater than 0' (that's zero)

Run this query and you'll get a list of Customers with conflicting data - Inactive Customers shouldn't have Active Policies. The Customer Account Rep Name (that's the CSR) is included, so this query can be exported to Excel and each CSR can receive a list of Customers that need to be fixed.

For AMS360 users, the Customer Automatically Check Business with Agency Indicator field will show you whether a Customer's 'Business with Agency' checkboxes are being automatically updated. Add a filter for this field to identify Customers whose Business with Agency flags aren't being correctly updated.

Customer Type is different for AMS360 and AfW:

In AMS360, Customer Type can be C = Customer, P = Prospect or S = Suspect. Those choices in AfW are in the field called Customer Status.

In AfW, Customer Type can be C = Commercial or P = Personal Lines. In AMS360, this is handled in the Customer 'Business with Agency' Checkbox Flag.