Chapter 15. Insurance Policy Management Functions Insurance Policy Management Functions Searching by Business Information To search by business information: 1. From the business account profile, select the Search for a Business hyperlink. 2. Enter the search criteria. Searching for an individual can be done using the Business Name or Federal Identification Number (FID) 3. Select the Search button, or the Enter key on your keyboard. Use the Search Help hyperlink for search tips. Searching by Policy Information: To search by policy information: 1. From the business account profile, select the Search for a Policy hyperlink. 2. Enter the search criteria. All four fields must be entered in order to execute the search 3. Select the Search button, or the Enter key on your keyboard. Use the Search Help hyperlink for search tips. 09/19