Global Search

Overview

The LAMS global search lets you find any policy, application, insured, or producer record from a single search interface. Rather than navigating through menu sections to find a specific record, you can jump directly to any record by searching for a policy number, insured name, producer name, or application reference.

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Accessing the Search

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LAMS navigation header showing the search bar with placeholder text 'Search policies, producers, insureds...'

LAMS navigation header showing the search bar with placeholder text 'Search policies, producers, insureds...'

The search bar is available from any screen in LAMS:

• Header search bar — available at the top of every screen; press Enter or click the search icon to run the search.
• Dedicated search screen — navigate to Search > Policy Search for advanced filtering options and a full results table.

What You Can Search For

Search Term	What It Finds
Policy number	Exact policy, including expired and cancelled policies
Insured name	All policies and applications for that insured
Producer name or code	Producer record and all associated policies
Application number	Specific application (pre-bind)
FEIN or SSN	Insured record (useful when name is uncertain)

Note

Partial searches work for names — you do not need to enter the full name. Entering “Smith” will return all insureds and producers with “Smith” in their name.

Search Syntax

• Partial name: Enter part of the name (e.g., Acme returns “Acme Consulting”, “Acme Law Group”, etc.)
• Policy number: Enter the full or partial policy number (e.g., 2024-001 finds all policies with that prefix)
• Producer code: Enter the producer’s LAMS code (e.g., PRD-0042)
• FEIN: Enter numbers only, no dashes (e.g., 123456789)

Reading the Results Table

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Search results table showing columns for record type, policy or application number, insured name, producer, LOB, status, and effective date

Search results table showing columns for record type, policy or application number, insured name, producer, LOB, status, and effective date

The results table shows:

Column	Description
Record Type	Policy, Application, or Producer
Number	Policy number, application number, or producer code
Insured / Name	The insured entity or producer name
Producer	The assigned producer (for policies)
LOB	Line of business
Status	Active, Cancelled, Expired, Quoted, etc.
Effective Date	Policy or application effective date

Filtering and Sorting Results

1. Use the column headers to sort results ascending or descending.
2. Click the Filters button to apply additional filters:
   • Record Type: Show only policies, only applications, or only producers
   • Status: Filter by active, cancelled, expired, etc.
   • LOB: Narrow to a specific product line
   • Date Range: Filter by effective date or entry date
3. The results update in real time as filters are applied.

Opening a Record from Search Results

1. Locate the record you need in the results table.
2. Click anywhere in the row to open the full record.
3. The policy, application, or producer record opens in the main view.

Quick Actions from Search Results

For policy records, you can take quick actions without fully opening the record:

• Hover over a policy row to see a mini-action menu.
• Quick actions include: View Documents, New Endorsement, View Activity Log.

Tips for Finding Records

• If you cannot find a policy by name, try the insured’s FEIN or the policy number.
• Cancelled and expired policies are included in search results by default. Filter by Active status if you want only current policies.
• Producer searches return the producer record first, then all associated policies. Click the producer record to see their full portfolio.
• If you need to find a specific endorsement or mid-term change, open the policy first and navigate to the Endorsements tab.