AMS360 - Book of Business Report

Home

  1. 1. Click the 360 Toolbox menu

    Click the 360 Toolbox menu

  2. 2. Select My Agency Reports

    Select My Agency Reports

My Agency Reports

  1. 3. Select Book of Business

    Select Book of Business

  2. 4. Under In-Force Date, select Today

    Under In-Force Date, select Today

  3. 5. Click on Run Report

    Click on Run Report

  4. 6. Export to a spreadsheet by selecting the XLS icon under Actions

    Export to a spreadsheet by selecting the XLS icon under Actions