courtney.youngblutt's avatar
courtney.youngblutt
Icon for Iress Contributor rankIress Contributor
2 months ago

🤓 Xplan Hint: Policy Search

Did you know you can quickly and easily interrogate client insurance policy details using the Policy Search feature in Xplan? Policy search is specifically designed to search across existing insura...
xplan
jaclyn.bazin4's avatar
jaclyn.bazin4
Active Interactor
2 months ago

Hi Courtney,

Thanks for sharing this feature. With all the functionality in XPLAN, it's easy to overlook some existing features!

While testing, I found it challenging to filter by underwriter due to the large list. The display for this field when adding it to the criteria is very small. It would be great if Iress could improve this with a search function or a larger display for the underwriter field.

Thanks, Jackie

  • courtney.youngblutt's avatar
    courtney.youngblutt
    Icon for Iress Contributor rankIress Contributor
    2 months ago

    Thanks Jaclyn! Great feedback - I have passed your feedback on to the team via our new feedback process. 

    ......oh and, just to confirm, the area below is where I have assumed you were talking about. If I have it wrong, don't hesitate to let me know!

     

    I'd be interested to hear some examples of where you have found this useful once you start using.

    • jaclyn.bazin4's avatar
      jaclyn.bazin4
      Active Interactor
      2 months ago

      Thanks Courney, much appreciated! Yes that is the one I was referring to.

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