Effective Date Versus In Force Date
I Don't care about In-Force, How do I use the Effective Date of a policy?
 
ASK?MARS knows about certain things and words. One of the words that it know about is Policy Effective Date. You can substitute that word for In-Force and get the results for a specified period. for example,
 
who are my top ten clients by original policy premium where policy effective date is between 1/1/1998 and 1/1/1999
or
who are my top ten clients by original policy premium where policy effective date is 1999
or
who are my top ten clients by original policy premium where policy effective date is March of 1998
 
Basically, you can specify a date or date range to limit the variance of the question and its results.
In all the examples given you may change the dates to suit your report. Try the following - this will look at invoice entry date rather than the policy effective date
 
Who are my top ten clients by invoice amount where invoices.entrydate > 1/1/1999

How to Get Open Claims Only on a Report
How do I get a list of Open claims?
 
Use the first report under the claims questions:
 
show client name claim activity report by client name,claim number
But add this to the end: For open claims
The Question should then read:
show client name claim activity report by client name,claim number for open claims
You could also add: For Closed claims

Duplicate Names
I get duplicate names when I display this question.
 
show all clients client info mailing address who have Policybilltype = "direct bill"
if you use the word - distinct, different, or unique, then it should eliminate duplicates...
show all different clients client info mailing address who have Policybilltype = "direct bill"

It Doesn't Understand Personal Lines Clients
I wanted to get top ten or so personal lines clients how do I word that. It doesn't understand personal lines clients
Try this. One is for premium one for commission.

who are my top ten personal clients client info by original policy
premium for in-force policies
 
who are my top ten personal clients client info by commission amount for
in-force policies

How to I Get a report by a Certain Company or Business Class
I want a list of all Subcontract Bonds invoiced year-to-date (1/1/2001 to
6/30/2001) in Westfield Companies (the insurance company), by client name.
 
Show invoices, Invoices.Entrydate, effectivedate,Policy Number,where cob
description = "Subcontract Bonds", where Insurance Company Name
="Westfield Companies" , where Invoices.Entrydate is between jan 1 2001
and june 30 2001 report by clientname
 
How to I find all Homeowners Polices who have premium greater than $1000.00?
 
report all in-force policies policy info, original policy premium, current policy premium,previous policy premium client info where cob description ='homeowners' and current policy premium > 1000

Question Variations
How would I word a question to find out top twenty clients by producer based on revenue.
 
This is a variation of an existing question - I just changed the ten to twenty and change the commission amount to original policy premium; you can change it back to commission amount if you need to
 
who are my top twenty producer broker names by original policy premium for in-force policies
 
I need to produce a report showing: active commercial clients, with list of active policies (reflecting cob, company & premium) and premium size of account for period of 8/1/00 - 7/31/01.
 
report all policy info, cob description, original policy premium, current policy premium,previous policy premium client info cob description where policy expiration date is between august 1 2000 and july 31 2001 report by clientname for commercial clients
 
when we generate a birthday list we want it in ascending order by day of the month. how can we ask the question so that when it goes to excel we can sort in ascending day of the month.
 
Add this statement to the end of the birthday inquiry:
sort by day of month(date of birth)

Employee Missed Days Report
How do I get a list of employees and the days they missed with the date
and description?
 
Do this.
 
show employee names Leave Comments, Numberofdays, Reason for Leave, Enddate
 
If you want to get date specific do this question and put your valid dates in.
 
show employee names Leave Comments, Numberofdays, Reason for Leave, Enddate where enddate between jan 1 2000 ,dec 31 2000

New Business Report for a selected time period.
Is there a way to get a new business report for a certain time frame? Use the following question. Adjust the dates as needed.
 
report all in-force policies policy info, cob description, original policy premium, current policy premium, previous policy premium client info by cob description where Policy status="new policy" and where policy effective date is between 9/1/2001 and 9/25/2001

CSR Premium volume report
I want to print a list of clients with policy premium for each CSR separately to show total premium volume. How can I do this?
Yes, use the following question. Change the contains statement at the end to put the csr name in the "". In this example i would get all clients who's csr was agency business. Just put the last name it the "". Example if csr name was Bob Smith use "Smith" as the contains statement.
 
report all in-force policies policy info, cob description, original policy premium, current policy premium, previous policy premium client info by Servicing Client CSR where Servicing Client CSR contains "agency"

Stop cancelled polices from being on the Expiration list.
How to I get an expiration list without the cancelled polices?
 
Use this question with the month you are looking for. For example replace October in the statement with November if needed.

report policy info, cob description, original policy premium, client info, clients mailing address where policy expiration date is october 2001 and Policy is not Cancelled
 
Now how do I get the same list for personal clients by and alpha range, like A-G?
 
This is the question you need. Going to H will give everything up to h. It also starts at the number zero. If you are asked a question about personal clients when running this choose client name as the answer.

report policy info, cob description, original policy premium, personal client info, clients mailing address where policy expiration date is october 2001 and Policy is not Cancelled where Client Filing Name is between "0" and "H"

Claim Report
Please tell me how to get claims by name, date and amount open or closed.
 
By client:
 
show client name claim activity Claim Payment Amount report by client name,claim number
by company
show all claims info Claim Payment Amount report by insurance company names

Mailing list by Age
I need to obtain a mailing list for clients 50 years or older.
 
show all clients mailing address date of birth who older than 50
 
I need to know how to get a mailing list of clients who are older than 50 but less than 70.
 
show all clients mailing address date of birth who older than 50 but younger than 70