A QueryPlus user wanted to run a query to produce information about Customers who are classified as Prospects, and their Submissions. Here is the basic query:

  Apply 2 filters:

Customer Type = P

Policy Sub Type = S

A third filter, on the Policy Effective Date, might be helpful to shorten the dataset.   

Running this query will produce a list of Submissions for Customers with a status of Prospect. Now you can add just about any field that pertains to either the Customer or the Policy:

Policy Account Exec Last/First Name

Customer Address

Customer Open Policy Count (to show whether this customer has any other business with your agency, or to identify the Prospects that ‘slipped the hook’)

Keep in mind that not only Prospects can have Submissions – Active Customers can as well, so be judicious with the Customer Type filter.

The possibilities are endless, and really depend on just what you want to know about these Customers/Policies. Once you get this query running, if you have any problems with figuring out fields, all you have to do is QueryPlus Technical Support, and we can help you fill them in.