Active Client Reports in AMS360: What You Need to Know

June 10, 2026

Many AMS360 users think of the Active Clients Report as a simple customer list, but it can be much more valuable than that. This report helps agencies review customer records, validate policy information, and identify data inconsistencies that can impact reporting and operations.

In the video below, AMS360 Agency Consultant Shelly Werfelmann demonstrates how to use the report and shares several practical auditing techniques.

Why the Active Clients Report Matters in AMS360

The Active Clients Report provides visibility into customers, prospects, and suspects marked as active in AMS360. More importantly, it allows agencies to compare customer-level and policy-level information to identify discrepancies that may otherwise go unnoticed.

Common issues the report can help uncover include:

Customers marked Active without active policies
Customers marked Inactive who still have in-force policies
Incorrect Account Executive or Representative assignments
Mismatched divisions, branches, departments, or groups
Data inconsistencies that affect reporting accuracy

3 Practical Uses for the Active Clients Report

1. Audit Customer Statuses

Over time, customer records can become outdated. The Active Clients Report makes it easier to identify accounts that may need review, helping ensure customer statuses accurately reflect current business relationships.

2. Improve Reporting Accuracy

Many AMS360 reports rely on accurate customer and policy information. Reviewing Active Clients data can help identify inconsistencies that may skew production reports, ownership reports, or management dashboards.

3. Support Data Cleanup Initiatives

If your agency is working on data quality improvements, this report provides a convenient way to review customer information alongside policy details and verify that records are aligned correctly.

Key Takeaways

The Active Clients Report is more than just a list of active customers. It’s a valuable auditing tool that can help agencies improve data quality, reporting accuracy, and operational consistency.

Watch the full walkthrough video above to see how to customize the report and use it to uncover data issues in your AMS360 database.

Is your agency looking for custom reporting solutions in AMS360? Check out how Kite Technology can help with your reporting needs and reach out to our team today!