Get to the information you need quickly with the Proformex Quick Search
Overview
The Proformex quick search allows users to navigate directly to a policy, annuity, agent, or owner from anywhere in the application. All you need is the first few characters of the contract number or contact's name in order to use the Quick Search.
The Quick Search will take you directly to the details page for the result of the search selection. If you do not know the exact contract or person you're looking for, you can begin typing to see possible matches. By selecting "View All..." you'll be taken to a a page with all results matching the search criteria you've entered.
The default search looks for policy numbers based on the characters that are entered in the search bar. If you'd prefer to look for Agents, Owners, or Annuity Contract, you can simply open the dropdown selection and pick your preferred option.
If you have questions about how to use the Quick Search or any other Proformex feature, please reach out to your CSM or submit a support ticket here.