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Every agency management system calls it something different and none of them make it obvious. Here is where the export lives in each of them, which fields to include, and the handful of mistakes that make a file unusable once it arrives.
These four matter most. An export missing any of them limits what can be found, and an export carrying all four is already useful:
Everything below makes the results sharper. Include whatever your system holds:
Leave these out. None of them are needed to find a deadline, and sending them creates risk for you rather than value for anyone:
Two minutes here saves a round trip. These come up regardless of which system produced the file, and the first two account for most of them:
A click path appears below only where it comes from the vendor's own public documentation, cited with it. Where a vendor's help sits behind a customer login or changes per release, the page says so and sends you to the vendor rather than guessing at a menu path — a plausible-sounding wrong path is worse than none.
AgencyBloc AMS+ is built specifically around life and health workflows, which is why a large share of the books we see come out of it. It carries policy records with carrier, product, status, effective dates and premium, so an AMS+ export is usually one of the more complete starting points.
AMS+ includes a custom report builder alongside its pre-built sales, servicing, agency and commission reports. The builder is the right tool here: you choose the data fields you want, apply filters, set the columns, and save the report so it can be re-run later without rebuilding it.
Build it once against the field list below and save it as something like "Pendwell book export". You will want to run it again, because a book scan is worth repeating as dates move.
On the exact click path. AgencyBloc's step-by-step help articles sit behind a customer login, so we are not going to publish a menu path we cannot verify from public documentation. Use the in-app help or your AgencyBloc support contact for the exact clicks; the field list and checks below are what actually matter, and they apply whatever the path turns out to be.
Traps specific to AgencyBloc AMS+
Vendor documentation: AgencyBloc — Reporting and data analysis for insurance sales · AgencyBloc — How to organize your book of business
Radius is an insurance-specific CRM and lead management platform, now part of AgencyBloc. It tracks policies against both clients and leads, with coverage type, policy status, carrier, product, effective date, renewal date and application date, which makes it a workable source for a book scan.
Radius handles this through Saved Reports. You build a report over policies, choose which columns appear, and download the result as a CSV or have it emailed to you.
One quirk worth knowing before you start: anything you use as a grouping must also appear in the report's columns, or it will not come through in the file.
Traps specific to Radius
Vendor documentation: Radius Help — Using Saved Reports to update policies · Radius Help — Reports & Analysis · Radius Help — Managing and creating carriers, products and policies
AMS360 is Vertafore's agency management system, common in agencies that carry both property and casualty and life. It ships with a Policy Book of Business report that is close to purpose-built for this, because it reports the in-force book by line of business with one policy term per entry.
Use the Policy Book of Business report. It covers billed and unbilled policies, and it filters by line of business, so you can pull Life on its own rather than sorting it out of a mixed book afterwards.
It also takes a Policy In-Force Date, which evaluates the book as of a point in time. Leave it at today unless you have a reason not to.
Take the CSV output rather than the printed report. Vertafore documents the CSV as carrying expanded detail the printed version does not, including full business unit splits and commission fields.
Traps specific to Vertafore AMS360
Vendor documentation: Vertafore AMS360 Help — Report: Policy Book of Business
Applied Epic is the broad agency management platform, strongest in property and casualty and benefits, and common in larger agencies that also carry a life book. Epic holds policy administration, client records and reporting in one system, so the data is there — the work is getting a policy-level extract out of it.
Epic's own reporting is where a policy-level extract comes from. Applied publishes its product help at help.appliedsystems.com, and that is the reference to work from rather than anything we could paraphrase here.
Two things are worth knowing before you start. Export is commonly gated behind a role permission in Applied products, so if you cannot see an export option the answer is usually your Epic administrator rather than the software. And Applied Marketing Automation, which sits alongside Epic, has its own list export that produces a contact-level CSV — useful for a mailing list, but not a substitute for a policy-level export, because it is organised around contacts rather than policy terms.
On the exact click path. Applied's detailed Epic documentation is organised per module and per release, and we are not going to reproduce a menu path that may not match your version. Work from Applied's help portal or your agency's Epic administrator. What follows is the part that does not change: the fields the export needs, and the checks worth running on the file before you send it.
Traps specific to Applied Epic
Vendor documentation: Applied Systems Help — Reports and metrics · Applied Systems Help — Create a list (Applied Marketing Automation)
Financial Services Cloud is Salesforce configured for financial services, and agencies on it usually hold policies as a custom or standard asset-style object. Because every org is configured differently, the object and field names on your instance are yours — but the export mechanics are the same Salesforce ones.
Build a report over whatever object your org holds policies on, add the fields from the list below as columns, then export it.
The important part is how you export. Salesforce offers a formatted export and a details-only export, and you want Details Only with the format set to Comma Delimited .csv. A formatted export carries the report's groupings, subtotals and header rows into the file, and those turn a clean table into something that has to be unpicked by hand before anything can read it.
Traps specific to Salesforce Financial Services Cloud
Vendor documentation: Salesforce Trailhead — Learn data export methods and steps for Salesforce · Salesforce Trailhead — Manage reported data
Redtail is a CRM for financial advisors rather than a policy administration system, so how much policy detail you get out of it depends on how thoroughly your team records policies inside it. It is worth exporting anyway: even a thin export carries dates of birth and client records, which is enough to surface age-driven opportunities.
Redtail exports run off contact lists, with Custom Export Templates controlling which fields come through. Build a template with the fields from the list below, apply it to the list you want, and export.
There is no single button that exports everything at once. If your policy detail lives somewhere Redtail exports awkwardly, send what you can and tell us what is missing — we would rather scan a partial book than wait for a perfect one.
On the exact click path. Redtail's help centre is public but its export articles are organised by record type and change with releases, so check help.redtailtechnology.com for the current path rather than trusting a path printed here. The Custom Export Template mechanism is the thing to look for.
Traps specific to Redtail CRM
Vendor documentation: Redtail Technology — Help centre · Redtail Technology — Support articles
Plenty of agencies run their life book out of Excel or Google Sheets, sometimes alongside carrier portals. That is not a problem. A spreadsheet you maintain yourself is often cleaner than an AMS export, because nobody has wrapped it in report formatting.
There is nothing to export: you already have the file. The work is making sure it is shaped like a table rather than like a document.
Save it as .csv or .xlsx and send that. If you keep it in Google Sheets, File then Download then Comma Separated Values.
Traps specific to A spreadsheet you already keep
Running something not listed? The field list and the checks above apply whatever produced the file. Tell us what you use and we will work out the export with you, and add it here for the next agency on it.
A book of business export is a file, usually CSV or Excel, listing every policy an agency has on the books, one row per policy, with the fields that describe it: status, product, issue date, the insured's date of birth, face amount and premium. It is what any review of a book — a scan, an audit, a producer handover — starts from.
Four are essential: policy status, policy type or product, issue or effective date, and date of birth. Term length, face amount, premium and mode, carrier and product, servicing producer, paid-to date and underwriting class all make the results sharper. Social Security numbers, payment details and medical records are never needed and should be stripped before the file leaves your system.
One row per policy. Clients holding several policies are often the most valuable ones to call, and a contact-level export collapses them into one row and hides the rest.
Yes. Replace the name column with row IDs and the export still works, because the deadline arithmetic runs on dates, ages, policy types, terms and amounts rather than on names. Names only become necessary at the point you want a call list back.
Pendwell Life scans life insurance books for the deadlines worth real commission, and the export is the first step every time. Getting it right at the start is the difference between a scan that comes back in days and one that spends a week going back and forth over date formats.
It is also just useful. A clean policy-level export is what any producer handover, orphan-book review, or agency valuation starts from, whether or not you ever send it to us.
The scan is free and there's nothing to integrate. Tell us about your agency and we'll come back with who to call, why, and what it's worth.