Search for a Case

This feature is available in the Case Management grid on the Cases, Folders, Shared Cases and Home Office pages.

1. On the left, click the Case Management navigation button to open the Cases page in Case Management.

   If you know the folder in which the case is stored, click the Folders navigation tab and then click the name of the folder in the Folder Name column of the Folder Management grid.

2. Above the grid in Search for, select an option to search by (Case Name, Producer, Insured, Annuitant, or Owner).
3. In contains, type the beginning letters of the Case Name, Producer, Insured, Annuitant or Owner name based on the selected search option in Search for.
4. Press Enter or click .

5. When the system displays all search results in the Case Management grid, click a case name link in the Case Name column to open a case.