Duplicate Detection

Overview

To help you maintain a clean book of business, AMS+ will detect and alert you to duplicate agent and individual records. Once identified, you can take steps to merge and consolidate the duplicates. Learn more about the matching criteria for detecting duplicate records in this article.

IN THIS ARTICLE

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Creating a New Record

As you’re creating new agents, groups, and individuals, AMS+ is looking through your book of business for matching data values.

Matching data values

When matching data values are found, you will be alerted and given an option to view a list of potential duplicate records. We recommend reviewing the list to make sure there aren’t any duplicate records before continuing.

Note: AMS+ does not detect duplicate records when creating agents and individuals via Email Forwarding, Lead Forms, API, or during policy creation.

Agents

• First & Last Name
• Phone Number (Home, Business, Cell)
• Email Address
• NPN

Groups

• Group Name
• Fed Tax ID

Individuals

• First & Last Name
• Phone Number (Home, Business, Cell)
• Email Address

By selecting “review similar records” in the alert, you can view a list of potential duplicate records.

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Viewing a Record

As you’re viewing agents and individuals in your book of business, AMS+ is looking through your book of business for matching data values.

Matching data values

When matching data values are found, you will be alerted and given an option to view potential duplicate records. If you the required permissions, you’ll also have an option to merge duplicates on the spot.

Note: Before merging, we recommend reviewing the Merging Duplicate Agents and Merging Duplicate Individuals articles so you know what data will be transferred from the duplicate to the master.

Agents

• First & Last Name
• Date of Birth
• SSN
• Email Address
• NPN

Groups

• Group Name
• DBA
• Fed Tax ID
• Email Address

Individuals

• First & Last Name
• Date of Birth
• SSN
• Email Address

By selecting “review similar records & merge duplicates” in the alert, you can view a list of potential duplicate records. If the record in question is a duplicate, you can merge it into the master.

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Common questions

Why do I see an alert that a record is a duplicate even though the individuals have different names?
Duplicates are detected based upon matching information. For example, if two individuals share the same email address, you’ll be alerted that the record may be a duplicate. When duplicates are detected, you can review details to determine if they really are duplicates.

Why do I see an alert that a record may be a duplicate but somebody else at my agency doesn’t?
Good question. Duplicates are detected based on the records a user has access to. So, if a user doesn't have access to both records, the duplicate will not be detected.