Iress Contributor🤓 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.
2 Replies
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.
Recent Discussions
