Book of Business Report - Client Reporting Template - AMS360

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P	Q	R	S	T	U	V	W	X	Y	Z	AA	AB	AC	AD	AE	AF	AG	AH	AI	AJ	AK	AL	AM	AN	AO	AP	AQ	AR	AS	AT	AU	AV	AW	AX	AY	AZ	BA	BB	BC	BD	BE	BF	BG	BH	BI	BJ	BK	BL	BM	BN	BO	BP	BQ	BR	BS	BT	BU	BV	BW	BX	BY	BZ	CA	CB	CC	CD	CE	CF	CG	CH	CI
1	Customer Name	Referral Name Description	Referral Name Code	Referral Location Description	Referral Location Code	Policy Division	Policy Department	Type of Business	Line of Business/Non-Premium	Line of Business	Policy Number	Primary Executive	Primary Representative	Current Broker Name	Parent Company	Writing Company	Premium	Revenue	Annualized Premium	Additional Executive 1	Additional Executive 2	Additional Representative 1	Additional Representative 2	All Executive Commission	All Representative Commission	Billed Agency Commission	Billed Non-Premium	Billed Premium	Broker Commission	Customer Number	Customer Added Date	Customer Master Name	Direct Bill Entry	Full Term Premium	Multi-Entity Policy	New Business to Agency	Non-Premium	Original Executive	Original Representative	Original Broker	Original Transaction	Plan Type	Policy Effective Date	Policy Expiration Date	Policy Full Term Premium	Policy Master	Policy Status	Policy Type	Split Business Unit	Total Billed	Total Cost	Transaction Description	Transaction Effective Date	Transaction Source	Unbilled Agency Commission	Written Premium	Policy Id	Company Type	Active Customer	Risk Location	Estimated Revenue	Estimated Revenue Percent	Customer Business Origin	Primary Executive Employee Id	Primary Representative Employee Id	Policy Business Origin	Additional Executive 1 Employee Id	Additional Representative 1 Employee Id	Acquisition	First Written Date	Customer Notation	Customer Business Origin Code	Issue State	Carrier Status	Reinsurance	Not Renewable	Customer NAICS	Customer SIC	Policy Agency Business Classification	Policy Notation	Customer Id	Policy Description	Underwriter	Policy Entered Date	Customer Business Entity	Customer Is In A Relationship	Acquisition Description

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