A Beginner’s Guide to My Agency Reports in AMS360

August 21, 2026

For many insurance agencies, reporting is one of the most valuable yet sometimes most intimidating parts of AMS360. At a high level, My Agency Reports, often referred to as MAR, gives agencies a more flexible way to access, run, customize, and save reports that support day-to-day operations, data cleanup, management decisions, and long-term agency planning.

If you are new to My Agency Reports in AMS360, the goal is not to learn every report at once. The best place to start is by understanding what information you need, how that information is entered in AMS360, and which reports can help you review it consistently. Once you understand those basics, reports become less about “pulling numbers” and more about gaining visibility into the health of your agency’s data and workflows.

In this blog, you will gain a better understanding of how to get acclimated to MAR and wield it properly and successfully.

What Is My Agency Reports in AMS360?

My Agency Reports is a reporting tool that syncs with AMS360 and allows users to generate and customize reports based on agency data. Instead of relying only on static report formats, users can freely adjust report parameters, select fields, filter results, and create saved templates for repeated use.

This flexibility allows you to create reports that match the way your agency works. For example, an operations manager may want to review active clients, a service team lead may want to monitor renewals or policies missing key data, and an accounting team may want visibility into unbilled policies or aged receivables.

Before You Run a Report: Start with a Question

One of the most common mistakes new users make is opening a report before clearly defining what they are trying to learn. Before running anything, start with a few simple question, such as:

What are the needs and/or wants?
What end result am I trying to determine?
Do I need a list of active customers?
Am I trying to identify policies that were not renewed or processed correctly?
Do I need to review production, commission, or book-of-business information?
Am I looking for missing or inconsistent data?
Do I need a report for a specific department, producer, account executive, representative, branch, division, or group?

Once you know the question, it becomes easier to choose the right report, set the correct date range, select the right filters, and interpret the results accurately.

A Simple Reporting Workflow for Beginners

Choose the report that matches your goal. Start with commonly used reports before exploring more advanced options.
Review the report parameters carefully. Pay close attention to factors that trigger data, such as date ranges, status options, business units, policy filters, and employee assignments.
Customize the columns. Add fields that help you review the information, such as customer status, policy status, division, branch, department, group, account executive, representative, company, line of business, premium, commission, or expiration date.
Use filters and summaries thoughtfully. Filtering can be helpful, but it can also hide important data if applied too liberally. Over-filtering could remove data that shouldn’t be.
Save useful templates. If the report will be used repeatedly, save it with a clear and descriptive name so it can be run consistently in the future.
Document how the report should be used. Include the purpose, parameters, filters, and save as an agencywide template so others can run it the same way.

Common Mistakes to Avoid When Learning MAR in AMS360

Running a report without a clear purpose: Always define your question or goal first.
Using too many filters too soon: Start broad, review the results, then narrow the report.
Assuming two reports should always match: Different reports may use different fields, dates, or calculations.
Ignoring inactive or outdated records: Inactive customers, expired policies, and old assignments can still affect reporting if not reviewed properly.
Saving templates without using naming standards: A saved report is only helpful if users understand how and when to use it.
Using reports as a one-time project only: Reports are most valuable when they are part of a recurring review process.

Practical Ways Agencies Can Use My Agency Reports (MAR)

My Agency Reports can support many areas of your agency. Those newer to MAR reports in AMS360 may want to start with a few recurring reporting habits that create immediate value:

Monthly data cleanup: Review active customers with no active policies, inactive customers with active policies, or records missing key assignments.
Renewal monitoring: Run renewal or expiration reports to confirm work is being completed before deadlines.
Service team audits: Review whether account executives, representatives, departments, and branches are aligned correctly.
Accounting review: Identify unbilled policies, aged receivables, or other items requiring follow-up.
Management visibility: Use book-of-business and production reports to support agency planning and performance discussions.

How to Build Confidence Over Time

If you are new to using AMS360, you should not expect yourself to master My Agency Reports overnight. Start at the ground level with one or two reports that solve a real business problem. Run them consistently, document the settings, and review the results with someone who understands your agency’s workflows. As your comfort level grows, you can expand into additional reports, saved templates, and more advanced data analysis.

The most successful agencies treat reporting as an ongoing process, not a one-time task. When reports are reviewed regularly, they become a tool for cleaner data, stronger workflows, better accountability, and more confident decision-making.

Final Takeaway

My Agency Reports can feel overwhelming at first, but it becomes much easier when you begin with a clear question, understand where the data comes from, and build reports intentionally. For beginners, the key is to start simple, stay consistent, and use reports as a practical tool for improving data quality, workflow visibility, and agency operations.

If your agency is looking for better reports, improved data reliability, or general guidance when it comes to uncovering key business insight from your data, the AMS360 Agency Consulting team at Kite Technology is here to help! With our custom AMS360 Custom Reporting Solutions, we can help you overcome any reporting challenges, configure your key agency reports, and review your data to improve accuracy. Contact us today to start your conversation!