Search Accounts
ESL Office gives you multiple ways to search accounts. You must conduct a search before you can edit account / policy information or run reports.
Types of Account Searches
1
Basic Account Search – Lets you search by account name.
2
Advanced Account Search – Lets you search accounts by company name, policy number, and / or status.
3
Query Account Search - All – Lets you perform complex searches for both Medical Stop Loss and Group Term Life accounts directly on the database tables.
4
Query Account Search - MDSL – Lets you perform complex searches for Medical Stop Loss accounts directly on the database tables.
5
Query Account Search - GTL – Lets you perform complex searches for Group Term Life accounts directly on the database tables.
6
Recents Account Search – Lets you re-run recent searches.
7
Favorites Account Search – Lets you run favorite searches.