SELECT
ade.AgentSettingsID,
ade.AgentNumber,
pde.Email,
pde.Given_Name,
pde.Surname,
DATEDIFF(Year, pde.Date_Of_Birth, pde.Purchase_Date) AS "Age",
pde.Mobile AS "Mobile_Phone",
pde.Home AS "Home_Phone",
pde.MailingStreet AS "Street_Address",
pde.City,
pde.State_Foreign,
pde.State_Name AS "State_Domestic",
pde.Name_Short_English AS "Country",
pde.Effective_Date,
pde.Expiration_Date,
pde.Trip_Start_Date,
pde.Trip_End_Date,
pde.Policy_Name,
  CASE
    WHEN pde.Policy_Name LIKE 'Partial Value%' THEN ‘Product Family Name Text’
...
    ELSE 'ERROR: Not Found'
END as Product_Family

FROM AgentDataExtension ade

INNER JOIN PrimaryDataExtension pde ON pde.Agent_Number = ade.AgentNumber
WHERE ade.AgentSettingsID = 1
AND DATEPART(month,pde.Purchase_Date) = DATEPART(month,DATEADD(month, -1, GETDATE()))
AND DATEPART(year,pde.Purchase_Date) = DATEPART(year,DATEADD(month, -1, GETDATE()))