Advisor360 Dashboard – Search from left Navigation sidebar
- May search with Household / People name, Account / Policy number, or Investor360 ID.
Client - Accounts Tab - list all securities related accounts for the advisor (and other advisors' for whom the user has proxy access for).
- Next to the Practice360 Group drop down - Filter icon - type in exact account number, or add "%" with partial number to return a list of accounts containing the numbers that was typed in for search
Client - Insurance Inforce Tab - list all insurance policies / contracts for the advisor (and other advisors' for whom the user has proxy access for).
- Next to the Practice360 Group drop down - Filter icon - may search for different line of business, product type and policy status
- May export the list to excel by clicking ACTIONS: I want to and use CTRL + F keys to search for the policy
If unable to find the account, policy / contract
- Does not exist in A360 - currently only MMLIS and most MassMutual policies auto feed into A360 (see CRC Data Aggregation Product Grid for products list)
- Inforce under another advisor within the firm (see "Household Sharing" article for advisors to share households)
- Inforce under another firm which will require business reassignment
- Has restriction preventing access – Advisor or Assistant may contact HO, or PDS may escalate via ServiceNow to see if restriction may be lifted