Smart Search for Contact, Policy and Account

InsuredMine — Wed, 10 May 2023 12:01:54 +0000

The smart search feature is designed to ease information access of your contacts, instead of skimming through the humongous stores of data files. You can not only access what’s available but also request for the missing information. Leverage this feature to connect with leads, prospects, clients, and other contacts. Gain optimum advantage against the competition, streamline your work processes, and drive towards higher revenue resources.

There are two types of search options available for retrieving contact information.

In this article, you will learn:

1. Smart Search:

Located on the top left panel (Marked in the above image) of the contacts window, this search helps find contact information, or policy information or any account information from the entire agency database. It can also be referred to as a Global search.

Valid Search Keyword entries for Smart Search: Suppose the contact name you are looking for is John Doe, having an account name Doe Insurance. The following will be valid search options:

First Name of the Contact ( John)
First Name initial 3 letters (Joh)
Account Name ( Doe Insurance)
First name Last Name (John Doe)
Last Name (Doe)
City (Dallas)
State (Texas)
Email address (Johndoe@gmail.com)
Address: (enter the street name and few letters of address)
Policy Number

2. Search Contacts:

You can find the search contacts fill box on the right-hand side of the contacts window. (Marked as 2 in the image above). This enables you to look for contact information under your agent database. [Note: It does not reflect information that may be available in the Principal agency database]. The search result will be available for Contact search on the basis of the Account name, Address, Designation, Email, First name, and phone no.

Smart search now includes phone numbers.

It’s easier to follow up on call activity with the help of this feature. You can enter the phone no. in the smart search and get contact details matching with records in the database. Valid entries are initial three digits (986) or a ten-digit number (986780214). The auto-populated field of phone numbers in the contacts can be seen as (968)- 678-0214.

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Smart Search for Contact, Policy and Account

In this article, you will learn:

1. Smart Search:

2. Search Contacts: