Here's one more data-scrubbing query: Identify all Customers who are coded as Prospects or Suspects in the AMS database, but who have one or more Active Policies.

For AMS360:

For AfW:

(Yes, the name of the field changed. Yes, that is annoying.)

Filters:

Customer Open Policy Count 'greater than 0' (zero)

Customer Status or Customer Type 'does not equal C'

Add Customer Account Rep Name and export the list to Excel to split it up and mail it to the various CSRs.