Agent: Policy Holder Tracking System (PHTS)

This guide will give the user step-by-step instructions on how to utilize the Policyholder Tracking System (PHTS) tool and import data.

Jodi Burney
26 steps
18 minutes

Agrisompo

Navigate to <https://agrinet.agrisompo.com/policy>

Tip! After the application has been keyed and transmitted to the RMA, AgriNet will automatically request one year of P81 records.

The policy with the previous AIP MUST be cancelled before the data will pull in.

In AgriNet, select the crop year to work in and search for the policy by number or name.

Select the policy number from the left panel

Click the "Actions" button. There are three options available for PHTS. Import PHTS- Import 1 year of PHTS data Request 5 years of PHTS-Request 5 years of data Review P81 Records- Review the raw data

Alert! PHTS data will only be for Active policies and not Estimates.

Alert! Previous AIP Policy Number & AIP Name is required to get PHTS data.

Import PHTS

Click "Import PHTS"

1. **Year**- Use the drop down box to change the crop year. The default is the most current year. 2. **Select All**- Check this box to select all units for import (this will also import any available CLU records). 3. **PHTS Received**- This shows the date data was received 4. **History Request**- Hover cursor over the yellow "!" for details. 5. **Show Filters**- Gives the ability to filter APH Records by County, Crop, or Plan. 6. **Unit Info**- Click the blue box to expand and see records. 7. **Individual Unit Box**- To import one or individual units, select the box(s) to import.

Once expanded, the APH history will show what will be imported and built into the policy. All visible information will import into the unit as marked. Make sure to **Select All** on the CLU Descriptions to import the data to the Fields Tab and mark the fields in AgriNet Mapping as linked to the unit if only importing certain databases.

Tip! In some instances, Land Descriptions will be available instead of CLUs. These will function the same way.

Click "Import APH"

The system will build the lines of insurance on the policy and import all data. When this process is complete, a pop-up window will confirm a successful import. If there is an error with the import, AgriNet will list the unit(s) where an issue has occurred.

Click "Close"

Select the "Edit" button next to the coverage to expand the line information on the policy.

Click the "Edit" button again next to the line to open the Acreage Tab.

Tip! The APH tab is not complete. The yellow check mark is missing, and the yield has not updated to the acreage screen.

Click the "APH" tab to view the imported data. NOTE: The information at the top center of the screen, notes the date the APH data was imported.

APH database questions **MUST** be answered by the user before the database is marked APH complete.

Click "APH Complete" after answering the APH questions and verifying data is correct. This will finish the APH import process.

Click the "Save" button.

Alert! ALL DATA SHOULD BE RECONCILED TO THE TRANSFER RECORDS FOR THE INSURED BEFORE THE DATABASE IS MARKED APH COMPLETE.

To view imported CLU/Land information, click the "Fields" tab on the left.

These fields have been linked to the unit in AgriNet Mapping as well. NOTE: The CLU information is simply linked to the Unit. No planting events can/will be imported.

Request 5 Years of PHTS

Click "Actions"

Click "Request 5 Years of PHTS"

Review P81 Records

Click the "Actions" button.

Scroll down and click "Review P81 Records".

The pop-out window will display the raw P81 records.

PHTS Reports

Click the "Reports" tab from the top of the screen.

Scroll down and click "underwriting" from the left column.

Scroll down the left column and click on "PHTS Status Report".

This report will list the policy number, PHTS status, and the date of the last status change. NOTE: The data boxes can be searched by column header.

Training Video

Tip! Watch this training video to learn about the Policy Holder Tracking System [**Policyholder System_PHTS_Training-20250109 1633-1**](https://agrisompo.vids.io/videos/0691d7b6141ce3cf8f/policyholder-system_phts_training-20250109-1633-1)