Navigating search functions
Assumption Life
22 steps
2 minutes
Assumption
Client Search
1
Sign in to your online account to view your dashboard.
2
To search for a client, click **Client Search**.
3
Enter your client's information (not all fields are required). To view a list of all your clients, leave all search fields blank.
4
Click **Search**
5
Click **View Portfolio** for the appropriate client to access their investments.
6
Here, you have a summary of your client's investments. Click on any investment to view its details.
7
Click **Return to Search** at any time to return to your dashboard.
Group Search
8
To search for a group, click **Group Search**.
9
Enter the group's name and/or policy number. To view a list of all your groups, leave all search fields blank.
10
Click **Search**
11
Click **View Clients** for the appropriate group to display the list of associated clients.
12
Click **View Portfolio** for the appropriate client to access their investments.
Owner Search
13
To search for an owner, click **Owner Search**.
14
Enter the owner's information (not all fields are required). To view a list of all owners, leave all search fields blank.
15
Click **Search**
16
Click **View Portfolio** for the appropriate owner or annuitant to access their investments.
Agent Search (MGA/AGA only)
17
To search for an agent, click **Agent Search**.
18
Enter the agent's information (not all fields are required). To view a list of all your agents, leave all search fields blank.
19
Click **Search**
20
Click **View Clients** for the appropriate agent to search for their clients.
21
Click **View Portfolio** for the appropriate client to access their investments.
22
Click **Return to Search** at any time to return to your dashboard.
Navigating search functions
Assumption Life
22 steps
2 minutes
Assumption
Client Search
1
Sign in to your online account to view your dashboard.
2
To search for a client, click **Client Search**.
3
Enter your client's information (not all fields are required). To view a list of all your clients, leave all search fields blank.
4
Click **Search**
5
Click **View Portfolio** for the appropriate client to access their investments.
6
Here, you have a summary of your client's investments. Click on any investment to view its details.
7
Click **Return to Search** at any time to return to your dashboard.
Group Search
8
To search for a group, click **Group Search**.
9
Enter the group's name and/or policy number. To view a list of all your groups, leave all search fields blank.
10
Click **Search**
11
Click **View Clients** for the appropriate group to display the list of associated clients.
12
Click **View Portfolio** for the appropriate client to access their investments.
Owner Search
13
To search for an owner, click **Owner Search**.
14
Enter the owner's information (not all fields are required). To view a list of all owners, leave all search fields blank.
15
Click **Search**
16
Click **View Portfolio** for the appropriate owner or annuitant to access their investments.
Agent Search (MGA/AGA only)
17
To search for an agent, click **Agent Search**.
18
Enter the agent's information (not all fields are required). To view a list of all your agents, leave all search fields blank.
19
Click **Search**
20
Click **View Clients** for the appropriate agent to search for their clients.
21
Click **View Portfolio** for the appropriate client to access their investments.
22
Click **Return to Search** at any time to return to your dashboard.
