Search tab

Use the Search tab to find:

Policies
Accounts
Producer Codes
Activities
Contacts

PolicyCenter includes two types of searches: basic and advanced.

Basic search is a free-text search for quick access against very large databases. Free-text search also provides exact and inexact matching. Inexact matching returns results that partially match, are synonyms, and sound-like the search criteria. In PolicyCenter, free-text search uses an integration with the full-text search engine Solr. PolicyCenter includes basic search for policies.

Advanced search uses database search, which directly searches the PolicyCenter database. PolicyCenter includes advanced search for policies, accounts, producer codes, activities, and contacts. For large data sets, advanced search can take longer than basic search.