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Filter by Policy Status in Book of Business Report

You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only.

To view the enhancement:

  • Navigate to Reports

  • Click on Book of Business

  • Click on Group by filter dropdown

  • Select AMS Policy Status


 

  • Once you click you will find the detailed report.


 

  • If you click on the policies count you will find the details below.


 

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