Platform Update: Search Functionality Now Available

Monoline gradient "m" logo icon
Monoline
  |  
January 3, 2025
No items found.
  |  
January 3, 2025
Monoline Dashboard showing search bar

We’re excited to announce a small but mighty update that makes managing policies in the Monoline platform even easier. Based directly on feedback from our users, we’ve added a search bar to the platform dashboard!
‍

What Can You Search?

You can now quickly locate policies by:

  • Name
  • Quote ID
  • Policy Number

No more scrolling through lists or hunting for details; just type what you need, and the results appear instantly.
‍

Why It Matters

We know how valuable your time is, and this enhancement is all about making policy management faster, smoother, and more intuitive. Whether you're following up with a client or reviewing past quotes, the new search bar ensures the information you need is always at your fingertips.
‍

A Feature Built for You

This update is a direct result of user feedback. Your insights continue to shape the Monoline platform, helping us create tools that support and simplify your day-to-day work.
‍

Ready to Try It?

‍Log in to your Monoline dashboard and experience the new search functionality today! We’d love to hear your thoughts as we keep building solutions that make your job easier. Thank you for being part of the Monoline family!

Read more articles

The Monoline Exchange: Insuring High-Profile Clients: A Practitioner's Q&A on Target Risks

Insuring High-Profile Clients: A Practitioner's Q&A on Target Risks

High-profile individuals — athletes, entertainers, executives, politicians — represent one of the most nuanced and consequential segments in personal lines insurance. In this conversation, Will Steck, who has spent over five years specializing in coverage for high-profile clients, talks through how he evaluates, presents, and ultimately places complex risks with precision and discipline.

Monoline gradient "m" logo icon
  |  
March 31, 2026
No items found.
  |  
March 31, 2026
2025: Wrapped

2025: Wrapped!

2025 reshaped the umbrella market in quiet but meaningful ways. Jan breaks down what 2025 taught us about the umbrella market—and what agents should expect next.

Monoline gradient "m" logo icon
  |  
January 5, 2026
Janessa Vanderheyden avatar, Senior Underwriter at Monoline
Janessa Vanderheyden
  |  
January 5, 2026
How to Recommend the Right Umbrella Limits with Confidence

The Umbrella Conversation Series - Part III: How to Recommend the Right Umbrella Limits with Confidence

How can AEs recommend the right umbrella coverage for their client as well as make larger limit recommendations confidently? Let's look at how AEs can position themselves as trusted advisors rather than pushy salespeople.

Monoline gradient "m" logo icon
  |  
April 14, 2026
No items found.
  |  
April 14, 2026