Advanced search

PolicyCenter includes advanced search to find matching policies, policy transactions, accounts, producer codes, activities, and contacts. The advanced search uses a database search of the PolicyCenter database. This topic describes advanced search in PolicyCenter.

Note: In addition to advanced search, PolicyCenter also includes basic search that uses free-text search. Free-text search improves performance for large data sets and includes inexact matching. PolicyCenter provides basic search for policies. For more information, see Basic search.