courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
5 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 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.

xplan

3 Replies

  • jaclyn.bazin4's avatar
    jaclyn.bazin4
    Active Interactor
    5 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 Xplan Expert rankXplan Expert
      5 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
        5 months ago

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

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

  • Be respectful and courteous to fellow members
  • If a reply helped you, mark it as a solution so other users can find it easily
  • Take a moment to read through our Community Guidelines
  • For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
  • Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
  • Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
  • Introduce yourself and meet other members here!

We’re glad you’re here – see you around! 😁

Recent Discussions

Related Content