Xplan Expert🤓 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 insurance policies - it enables targeted searches that would be difficult to achieve with regular advanced search criteria.
Ever wanted to segment clients based on policy attributes such as the type of cover, renewal dates, annual premium or product provider? Policy search enables you to tailor communications and service offers to clients meeting specific criteria, improving client engagement and service delivery.
Select Admin from the left-hand navigation menu then choose Business > Policy search and select from the comprehensive criteria options.
You can save criteria to use again or choose bulk actions to email the policy owner or life insured or merge the details into a Xmerge report.
What would you use this feature for? Would it help you target clients for review? Share specific updates on product or industry changes? Engage clients with or without certain policy features in educational campaigns? I'd love to hear from you.
8 Replies
- courtney.youngblutt
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.
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- courtney.youngblutt
Thanks for this Jaclyn. Your feedback has been raised for consideration. :)
Amazing! Thank you so much zita.white & heidi.galindez & the product team for listening to our feedback and enhancing the functionality, looking forward to sharing this one with our advisers!
courtney.youngblutt a huge thank you to you as well! 👏 Your efforts in gathering feedback, sharing it with your team, and ensuring updates are followed through have been outstanding. You’re an incredible asset, and your commitment makes a real difference.
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
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.
Thanks Courney, much appreciated! Yes that is the one I was referring to.
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