GLOBAL SEARCH
The Global Search is located in the top navigation bar. You can search using the All function or refine your search making it easier to locate the information you are looking for.
You can refine your search by selecting one of the following:
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Life Policies
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Policy Number
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Product Types
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Insured
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Annuities
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Contract Number
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Product Types
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Annuitant
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Clients
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Policy Owner
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Contract Owner
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Once you select the type, start typing your search criteria and results will appear in the dropdown.
LIFE POLICY GRID SEARCH
Searching from the policy grid will return results across the entire data set appearing on the page.
Example: Search Aaron and the results will include Policy Owners, Insured, and Beneficiaries named Aaron
Use the column headers as a guide and search by:
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Policy Number
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Policy Owner
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Product Name
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Product Type
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Carrier
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Advisor
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Policy Status
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Beneficiary Name
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Insured Name
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Location
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Other
ANNUITY GRID SEARCH
Searching from the annuity grid will return results across the entire data set appearing on the page.
Example: Search Aaron and the results will include Contract Owners, Annuitants, and Beneficiaries named Aaron
Use the column headers as a guide and search by:
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Contract Number
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Contract Owner
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Product Name
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Product Type
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Carrier
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Advisor
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Contract Status
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Beneficiary Name
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Annuitant Name
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Location
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Other
CLIENT SEARCH
Search from the client grid will return results across the entire data set appearing on the page.
Example: Search using Aaron and the results will include Clients named Aaron
LISTS SEARCH
Searching from the Lists grid will return the specific list you are looking for.
Example: Search Term 20 will return all lists with Term 20 in the list name
DOCUMENTS SEARCH
Searching from the Documents grid will return results across the entire set of documents.
Example: Search commissions and the results will include all documents with commissions in the document name
