Search Insurance

The instructions in this article relate to Search Insurance. The icon may be located on your StrataMax Desktop or found using the StrataMax Search.

Search Insurance is used to search Insurance policy data across all buildings in a portfolio.

This search assists with reviewing insurance policy information across the portfolio. Results can be exported to Excel and can also be saved for ongoing use as a saved search.

---

Searches

Many search screens use the same layout and tabs, even though each one reports on a different area of data. Once you understand how the search screen works, the same process can be applied across a range of searches.

Search Insurance | Security

To access Search Insurance, the user must have permission set to Allow for Search Buildings under the Building category in Security Setup.

Search Insurance | What it can report on

Search Insurance can report on Insurance policy records across the portfolio. This includes fields such as Policy Type, Sum Insured, Insurer, Due Date and Date Last Paid.

This is useful when you need to review insurance policy information across one building or many buildings, identify specific policy records, or produce a list for reporting and export.

Search Insurance | Recommended search examples

Report on insurance policies by policy type

This search can be used to review insurance policies recorded for a specific policy type.

1. Search for or select Search Insurance.
2. From the Restrict To tab, add the Policy Type field.
3. Select the required Condition and Value.
4. Click Refresh to load the results.
5. Click Export if the information is required in Excel or Print for a PDF report.

Find insurance policies by insurer

This search can assist with reporting on policies recorded against a particular insurer.

1. Search for or select Search Insurance.
2. From the Restrict To tab, add the Insurer field.
3. Select the required Condition and Value.
4. Click Refresh to display the matching policies.
5. Click Export if the information is required in Excel or Print for a PDF report.

Review insurance policies by Due Date

This search can be used to report on insurance policies using the Due Date field. This can help ensure that any buildings due for renewal are known. This can also be added as a dashboard if preferred.

1. Search for or select Search Insurance.
2. From the Restrict To tab, add the Due Date field.
3. Select the required Condition and Value.
4. From the Columns tab, add the Due Date field to see date information.
5. Click Refresh to load the results.

Search Insurance | Commission fields

Search Insurance can also report on the Commission Last Amount and Commission Last Paid fields to show insurance commission amounts saved in Building Information across all buildings.

These fields are not displayed by default and can be included in the search results when needed for reporting.