Profile questions and answers are a great way to save information about AMS360/AfW Customers, but running queries and getting good data is a little bit complex.

Use these fields along with Customer Name to create a list of Customers who answered a specific Profile question, or answered it a certain way. For instance, if the question is 'Smoker?' and the desired answer is Yes:

  Profile Answer Description  Filter 'equals Smoker?'

  Profile Answer Description  Filter 'equals Y' (Yes is mostly stored as Y)

That takes care of specific questions and answers, but what about this request we recently got: I want to see a list of all of my Customers who have NOT answered the Profile question 'Decision Maker'. That gets a little complicated, but QueryPlus has a solution.

One complication is that until the question is asked and answered, there is no record of it in the AMS database. Adding to the complexity is the factor that all Profile questions and answers are Agency-specific, so the QueryPlus support team cannot just 'create a field for every possible Profile question and answer combination'.

In the case of a query like the one described 2 paragraphs above, just contact the QueryPlus support team with the exact text of the Profile question, and we will create the fields you need, almost always in a couple of hours. Let's see how that works for the example above.

We created 2 fields:

   Profile Question Decision Maker Text

   Profile Question Decision Maker Count

Filtering the Count field for 'is Null' in a query with Customer Name will give a list of all Customers who have NOT been asked the Decision Maker question. Here are some ways this query can be enhanced.

Add these fields for filtering:

                Customer Type (P = Personal Lines, C = Commercial Lines)                

                Customer is Active (Y = Yes, N = No) [I urge caution on this field, it does not appear well-regulated by the AfW interface]               

                Customer Open Policy Count (‘is Null’ for no open/active Policies, ‘greater than zero’ for Customers with 1 or more 
                 active Policies)                

                Customer Status (S = Suspect, P = Prospect, C = Customer, B = Broker) [again, not well-regulated by the AfW interface]

Those are the most common Customer-level fields to filter on, but there are many more. If you want to filter your list and can’t figure out how to get what you are looking for, just let us know. 

You can also add fields for information, if you are sending the list to CSRs to have them call the Customer:                

                 Customer Resident Area Code/Phone 

                Customer Account Rep Last Name/First Name

As with all QueryPlus queries, the possibilities are endless, so this isn't intended to be the complete solution, merely a template to start with.