Client Management - Search: Insurance Policy
Searching for Insurance Policy Overview
The purpose of this guide is to provide instructions on using the Insurance Policy Search function in XPLAN.
Insurance Policy searching can be conducted using the Advanced Search function, alternatively you can use the dedicated Insurance Policy Search function in XPLAN. Advisers can search through all Existing Insurance policies that are saved against clients. You can save commonly used sets of criteria for future use.
Insurance Policy Search
From the Title Bar at the top of the screen:
- Click XPLAN > Administration Functions > Insurance Policy Search
- The Insurance Search Criteria page displays.
- Click the Add icon to add an insurance policy search item.
- In the Field list select the type of policy field to search for.
- In the Criteria section set the criteria for the field.
- Repeat steps from Insurance Search Criteria to Field List for each search item.
- In the navigation menu, select Search > Result.
- A list of found policies is generated based on the entered search criteria.
This list can be filtered using the Adviser, User Group and Client Category lists in the Search Filter panel. Ticking Include Hidden Entities will show policies when search criteria matches an Owner added as (Other Hidden Owner) in Existing Insurance.
Insurance Policy Search Email
To email entities associated with found insurance policies:
- Generated a list of found policies with Insurance Policy Search (as above)
- Click the Action Arrow for a listed policy.
- Select one of the following:
- Email policy's lives insured - Send an email too all insured entities on the selected policy
- Email policy's owners - Send an email to all owners on the selected policy
- Email all lives insured - Send an email to all insured entities in all listed policies
-
Email all owners - Send an email to all owners for all listed policies.
- Complete the email and send.
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