Advanced search overview

You can access the advanced search from the Search tab. For policies, you access advanced search on the Advanced screen in the Search > Policies.

Note: The Search Policies > Basic screen uses free-text search not database search. For more information, see Basic search.

Some fields on the advanced search screens are text fields. If you enter text into one of these fields, PolicyCenter searches for a match that starts with that text. For example, if you enter Jones into the last name field, the search returns all last names that start with Jones. The search results include: Jones, Jonesburg, or Jones-Smith. It does not find McJones.

You must enter an exact match in the Account Number and Policy Number fields.

During a search, PolicyCenter uses only those fields in the form in which data exists. For example, if you search for a Policy and enter a Last Name but not a Policy Number, PolicyCenter omits Policy Number from the search.

The search results returns accounts, policies, or policy transactions with links to view details. Accounts, policies, or policy transactions for which you do not have sufficient producer code permissions do not appear in the search results.