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You may know someone’s surname without knowing their policy number, or part of a building’s address without knowing its record name. List filters let you find records using those details. On the main entity lists, such as Exposures, Quotes, and Policies, there is no general search box that searches every field. Select Add Filters and choose the detail you want to match. For example, a Name filter with Contains finds names that include the text you enter. Your company’s configuration defines which filters each list offers and which conditions each filter supports. Those choices determine how your team can find records, so they are part of setting up an instance.

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Find someone without knowing their policy

If the person is saved in Directory, open Directory → People to find their contact record. If your program records insured people as exposures, open Exposures to find the insured record instead. On a list configured with a Name filter that supports Contains:
  1. Select Add Filters, then Name.
  2. Select Contains and enter part of the name, such as Campbell.
  3. Select Apply to see matching records.
You can open the matching record without knowing its policy number. Filters apply across the list, including records beyond the page currently displayed. Select an active filter above the table to edit it, or its X to remove it.
The Events list with Add Filters open, Event Name selected, text conditions on the right, a value input, and an Apply button.

An example filter picker on Events. Event Name supports Contains, Matches, and Does not contain.

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A field or column does not automatically become a filter

These are separate configuration choices: You can display a Name column without offering a Name filter. You can also offer a filter for a calculated value without displaying that value as a column. Filters are configured separately for Events, Exposures, Quotes, Submissions, People, Organizations, and Policies. Adding Name to People does not add it to Exposures. The app also provides built-in filters, such as creation dates, on the lists that support them.

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If the filter you need is missing

The Search fields box inside Add Filters searches the names of available filters. It does not search record values. If Name is missing, typing a person’s name into that box will not find their record, and adding a Name column will not create the missing filter. Ask your AI Insurance team to add the filter to the relevant list, or configure it yourself if you manage your company’s configuration. If Name exists but Contains is missing, the filter’s configured conditions need to include Contains. Some other areas of the app have their own search boxes. This guide describes the configured filters on entity lists.

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Include record lookups in your instance setup

Give the person or AI assistant configuring your instance examples of what staff need to find. For example:
  • “Find an insured exposure using only part of their name.”
  • “Find a location using part of its address.”
  • “Find a quote or policy using its reference number.”
  • “Find policies ending within a date range.”
For each lookup, agree on the list, filter label, and matching conditions. Choose the filters your team needs rather than exposing every field by default. Before handing over the instance, test those lookups in Add Filters with representative records. A configuration with fields and columns can still be missing the filters needed for everyday work.