Under the Policy Search screen you now have the option to use either a Basic Search or an Advanced Search.
Here you may search either by policy number or by employee ID – use the drop down list to select the value you would like to search by.
Searching by policy number or by employee ID is fastest possible way to search.
Note: The ‘Search’ button will only be available once you have entered a value in the ‘Search by’ field.
The advanced search gives you more options to search by –
When searching using the Surname or First Name you can select one of the following options -
The results of the Basic Search and the Advanced Search will be displayed in the same way, that is, in the format of a table.