courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
8 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
courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
17 days ago

Circling back on your feedback for this one jaclyn.bazin4​ and I am pleased to say, the underwriter field is now much more user-friendly!💫🎉

Simply click into the field and start typing the name of the underwriter that you are looking for: TAL,  Allianz, AMP...

Thanks to the unbeatable zita.white​ & heidi.galindez​ & the product team for picking this one up.

 

jaclyn.bazin4's avatar
jaclyn.bazin4
Active Interactor
16 days ago

courtney.youngblutt​ and zita.white​ I hope you don’t mind me throwing in another idea! 😊 It would be amazing if this click-and-type search functionality could extend to other areas in XPLAN, like when adding existing insurance policies and selecting the underwriter, or when adding existing super plans and choosing the correct plan. Those lists can get pretty long, so being able to start typing would make it so much quicker and easier to find the right product. 🙏

Thanks
Jackie

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