Let’s Talk Auditing in AMS360 and the Core Reports to Run

March 30, 2026

Every agency has a need for auditing, yet many don’t implement a formal process until data issues begin to create real pain points. The reality is simple: Every agency wants accurate, consistent, and reliable data they can trust, and that’s where auditing comes into play.

By implementing a monthly or quarterly auditing process, agencies can identify and resolve data issues early, before they become disruptive.

Regular auditing in AMS360 not only simplifies problem identification and correction, but also encourages service and process teams to be proactive about entering data accurately and consistently in the correct fields.

And auditing doesn’t have to be complex. In many cases, it’s as straightforward as creating standardized report templates that can be run, reviewed, and distributed for correction on a recurring basis—typically monthly or quarterly—depending on the size and structure of your agency.

Key AMS360 Reports to Support Auditing

Below are five essential AMS360 reports that can be leveraged to effectively audit your AMS360 database:

1) Active Client Report

This report is ideal for validating alignment between customer- and policy-level data because the report pulls all “entries” into AMS360 by an “as of” date. This allows for side-by-side comparison including:

Type of Business vs. Customer Department vs. Policy Department
Business Unit comparisons between Customer and Policy levels
Customer Executive vs. Policy Executive
Customer Rep vs. Policy Rep
Customer Broker vs. Policy Broker
NOTE: No premium or revenue pulls on this report

2) Book of Business Report

To pull policy data based on policies in-force “as of” the selected date, use the Book of Business Report. The policy effective and expiration date must fall before the “as of” date. Whether exported to Excel for pivot table analysis or summarized within My Agency Reports, the Book of Business report helps:

Compare Type of Business vs. Policy Department vs. Line of Business.
Identify duplicate Lines of Business.
Identify zero or negative premium policies.
Note: Policies with quote transactions will not pull on this report. Policies marked as Continuous will pull when the policy effective date is before or on the “as of” date.

3) Cancellation Report

The Cancellation Report is triggered by a cancellation transaction. The cancellation effective date must fall within the report date range. Used to ensure cancelled policies are fully processed and not left in the Cancellation Request stage, this report confirms that:

Policies reach the final Cancellation Confirmation stage.
A cancellation reason is documented.

4) Hot List Report

The Hot List Report is essentially an expiration/renewal report run for prior months. The expiration date of policy must fall on or between chosen date range. This report can be used to identify policies that are still showing an Active status past the expiration date. These issues are often caused by missed renewals or renewals completed outside established best-practice workflows.

5) Unbilled Policy Report

This report helps to identify policy transactions that are not fully billed. The policy transaction effective date must be within the chosen date range to be present on the report. The Unbilled Policy Report identifies:

Agency-billed policies that were never invoiced.
Direct-bill policies where payment was never received from the carrier.

Best Practice for Beginning Your Auditing Journey: Start with One Report

To make auditing approachable, start with just one report. We recommend starting with the Active Client Report.

As a trial exercise, align the columns listed below side-by-side and compare their values. This will help you find discrepancies between the customer and policy level. If a particular option does not apply to your agency, simply skip it and move on to the next.

Division vs. Policy Division
Branch vs. Policy Branch
Type of Business vs. Department vs. Policy Department
Customer Executive vs. Policy Executive
Customer Representative vs. Policy Representative
Broker Name vs. Policy Broker

Next, use this same report to validate customer classifications:

Filter the Customer Type column for Prospects
- Identify how many prospects have policy numbers listed.
- Since prospects do not have policies, they should not have policy numbers.
Filter the Customer Type column for Customers
- Review any blank values in the Policy Number column.
- These records may indicate accounts that are not truly customers yet.

At first glance, any discrepancies or issues may seem minor. However, if you rely on reports to determine customer counts, production totals, or book of business metrics, even small inaccuracies can significantly skew your results.

Why Clean Data Matters in AMS360

Clean data produces clean reports. Clean reports support confident decision-making.

Implementing regular audits helps maintain data integrity, reinforces consistent workflows, and ensures reports reflect reality, not assumptions. Think of auditing as a proactive investment in a clean, reliable system. No more garbage in, and no more garbage out.

As agencies grow, leadership—including owners, partners, and the C-suite—expects consistent, trustworthy data that they can rely on. Auditing is not about assigning blame. It’s about catching issues early, correcting them quickly, and preventing small problems from becoming large operational challenges.

If your agency is looking for support to audit your AMS360 environment, Kite Technology offers comprehensive AMS360 auditing services. Our team helps you ensure compliance, improve data accuracy, and drive efficiency.

Reach out to our team today for your free consultation!