Custo Universal Search (Pilot)

Searches Benefits Center, AsureConnect and PBO Back Office at the same time, reusing the portal tabs you already have open.

Custo Universal Search turns three separate customer lookups into one. Type what the caller gives you - a name, a phone number, or a Member ID - and all three portals are searched at the same time, each using the identifier it actually understands. WHAT IT DOES - Searches Benefits Center, AsureConnect and PBO Back Office in parallel - Accepts a first name, a last name, both, a phone number, or a Member ID - Cleans up pasted phone numbers automatically, in any format - Paste a whole spreadsheet row and each piece lands in the right box - Opens with Alt+S, cursor already in the first field - Right-click any name or number on a page and choose "Search in Custo" - Reuses the portal tabs you already have open, so your window and monitor layout stays exactly as you arranged it BUILT FOR ONE TEAM This is an internal tool for our customer service team. It only works on our three portals and does nothing anywhere else. PRIVACY The extension sends nothing anywhere. There is no server, no analytics and no tracking of any kind. It does not read pages, store customer records, or touch passwords, logins or payment details. What it keeps on your own computer is three small preferences: which window each portal was last used in, whether to reuse open tabs, and the step names and timings of your last search so you can see what happened if something goes wrong.