2. Search

Owned by Jason Freeman (Deactivated)
Last updated: Feb 18, 2016 by Alex Velez (Unlicensed)

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Search Tool

How to search for existing policies and customers.

  1. The Search field allows you to pick from multiple search types.

  2. The Client List section displays clients based on your search criteria.

  3. In the Quotes & Policies section, quotes and policies are displayed from your selected client