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.
Related Articles
Client Management - Client Searching: Advanced Search
Advanced Search Overview The purpose of this guide is to provide you with instructions how to use the Advanced Search function of XPLAN. To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, ...Client Management - Client Snapshot: Insurance
Insurance Overview The purpose of this guide is to provide instructions for entering Existing Insurance details to XPLAN. To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 28, 2016) Any ...Client Management - Client Grouping
Client Grouping Client grouping within XPLAN allows you to group and create a relationship amongst various client entities to help display how they are associated and linked. Grouping clients allows you then to utilise further XPLAN functionality ...Client Management - Client Reporting: Management Reports
Management Reports Overview The purpose of this guide is to provide with you with instruction on how to generate management reports in XPLAN. To view the IRESS Insights Video, please view the following link here and here. (Created by Anthony ...Client Management - Search: Loans
Searching for Loans Overview The purpose of this guide is to provide instructions on using the Loan Search function in XPLAN. Loan Search is used to find and report on loan-type Liabilities held by clients. Loans can also be directly edited from Loan ...
Popular Articles
Wealth Axis Files - Naming Convention
File Format: Date, Client Name, File Name Date - yymmdd E.g: 12 Sept 2013 - 130912 E.g: Undated - 010101 Client Names One Client / Only primary client (John Smith) E.g: Smith, J Two Clients (Primary and Secondary Client/Client and Partner) - Married ...Wealth Axis Wizards - Overview
Overview This article is designed to help you effectively use the Wealth Axis Wizards in XPLAN. The key features of the Wealth Axis Wizards are: Integration with key modules such as Client Focus, Portfolios (IPS), Risk Researcher, WealthSolver and ...New User Manual - Admin
XPLAN and the Advice Process Overview Many advisers use the Advice to Client process to manage the advice process in their business. To enable participants to be able to relate to the different modules in XPLAN, this course is structured along the ...Administration - Email: Setting up the Outlook Plugin
Outlook Plugin - Overview Outlook Plugin is a function available with XPLAN that allows you to quickly and easily save and record email correspondence in the XPLAN document library as a Note that is linked to a client or user entity. This allows for ...XPLAN Workshop - XPLAN Client Setup
Introduction Overview Each practice deals with leads, referrals and potential clients differently. However, most practices have a system regarding the way client information is recorded and relationships with clients are managed. In this section, ...
Recent Articles
XPLAN Legislative Rates June 2022
XPLAN Legislative Rates - June 2022 Legislative rates have been updated to reflect: 1. Social Security rates effective July 2022 2. AFSA Retirement Standard Benchmarks for the March Quarter 2022. Social Security Rate Changes - July 2022 The rate ...XPLAN: Task Notifications - Redirecting
XPLAN: Redirecting Task Notifications XPLAN task notifications can be sent to your Email Inbox (e.g. Outllok, Gmail) to notify you if a task has been created, unactioned, is overdue or complete. If the task notifications cannot be turned off, then ...XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195)
XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195) Client Focus Digital Signature Notification will Honour the "Override from Address" when sent by Super User The notify signatories template configured in system settings > client focus ...XPLAN Version Enhancements - November 2021 (Version 21.11.194)
XPLAN Version Enhancements - November 2021 (Version 21.11.194) Client Focus New Current Residential Address Field A new field, current residential address, has been added to record a client’s current address. When entering the first address for a ...XPLAN Datafeeds: HUB24 Enhancements (v4.3) 29 October 2021
HUB24 Enhancements: 29 October 2021 HUB24 have released enhancements to their XPLAN EPI 4.3 datafeeds, to be effective 15 November 2021. Below is the information directly from HUB24 on the enhancements. The Individual Holding extract is where the ...