🤓 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

courtney.youngblutt

Xplan Expert

6 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

Active Interactor

6 months ago

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

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