search_client_by_policy
Find a client by matching an exact policy number from a carrier, useful when only the policy number is known.
Instructions
Find a client by exact policy number match.
Useful when an agent has a policy number from a carrier but not the HawkSoft client number. Returns all clients (usually 1) holding that policy. Exact match only — no partial or fuzzy search.
Args: agency_id: HawkSoft agency ID. policy_number: Exact policy number. include: Sections to include.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| include | No | ||
| agency_id | Yes | ||
| policy_number | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |