--- title: Filter Brokers by State or other values description: This article will walk you through how to filter brokers by state. --- ![company logo](https://info.claim-doc.com/hs-fs/hubfs/logo-2021.png?height=120&name=logo-2021.png) [ClaimDOC Knowledge Base](https://info.claim-doc.com/knowledge) - [Go to claim-doc.com](https://claim-doc.com) CRM - [HubSpot](https://info.claim-doc.com/knowledge/hubspot) - [Get Started](https://info.claim-doc.com/knowledge/hubspot#get-started) - [CRM](https://info.claim-doc.com/knowledge/hubspot#crm) - [Sales](https://info.claim-doc.com/knowledge/hubspot#sales) - [Email/Sequences](https://info.claim-doc.com/knowledge/hubspot#email-sequences) - [Deals](https://info.claim-doc.com/knowledge/hubspot#deals) - [Sales Tools](https://info.claim-doc.com/knowledge/sales-tools) - [LinkedIn Sales Navigator](https://info.claim-doc.com/knowledge/sales-tools#linkedin-sales-navigator) - [BenefitFlow](https://info.claim-doc.com/knowledge/sales-tools#benefitflow) [Back to home](https://info.claim-doc.com/knowledge) 1. [ClaimDOC Knowledge Base](https://info.claim-doc.com/knowledge) 2. [HubSpot](https://info.claim-doc.com/knowledge/hubspot) 3. CRM - [HubSpot](https://info.claim-doc.com/knowledge/hubspot) - [Get Started](https://info.claim-doc.com/knowledge/hubspot#get-started) - [CRM](https://info.claim-doc.com/knowledge/hubspot#crm) - [Sales](https://info.claim-doc.com/knowledge/hubspot#sales) - [Email/Sequences](https://info.claim-doc.com/knowledge/hubspot#email-sequences) - [Deals](https://info.claim-doc.com/knowledge/hubspot#deals) - [Sales Tools](https://info.claim-doc.com/knowledge/sales-tools) - [LinkedIn Sales Navigator](https://info.claim-doc.com/knowledge/sales-tools#linkedin-sales-navigator) - [BenefitFlow](https://info.claim-doc.com/knowledge/sales-tools#benefitflow) # Filter Brokers by State or other values ## This article will walk you through how to filter brokers by state. 1. Go to your contacts tab in HubSpot ![](https://info.claim-doc.com/hs-fs/hubfs/image-png-Nov-20-2025-05-03-15-5974-PM.png?width=444&height=279&name=image-png-Nov-20-2025-05-03-15-5974-PM.png)   2. Navigate to **More** and click on it ![](https://info.claim-doc.com/hs-fs/hubfs/image-png-Nov-20-2025-05-06-16-8925-PM.png?width=688&height=148&name=image-png-Nov-20-2025-05-06-16-8925-PM.png) 3. In the search bar, type the word **Type** and select it.  ![](https://info.claim-doc.com/hs-fs/hubfs/image-png-Nov-20-2025-05-06-43-9287-PM.png?width=564&height=490&name=image-png-Nov-20-2025-05-06-43-9287-PM.png) 4. You can now click Type at the top and then select **BROKER** from the drop-down and it will automatically populate your view with only brokers ![](https://info.claim-doc.com/hs-fs/hubfs/image-png-Nov-20-2025-05-07-36-6105-PM.png?width=334&height=413&name=image-png-Nov-20-2025-05-07-36-6105-PM.png) 5. You can add another filter in order to select the state you want as well. Go back to **More** and search **State/Region** and select it to add as a filter option (the same way you did for **Type**) ![](https://info.claim-doc.com/hs-fs/hubfs/image-png-Nov-20-2025-05-09-10-1357-PM.png?width=413&height=400&name=image-png-Nov-20-2025-05-09-10-1357-PM.png) 6. Under the **State/Region** drop-down, type the abbreviation for the state you want to filter by. For example, **CA** for California ![](https://info.claim-doc.com/hs-fs/hubfs/image-png-Nov-20-2025-05-11-06-3899-PM.png?width=393&height=195&name=image-png-Nov-20-2025-05-11-06-3899-PM.png) 7. Hit "enter" on your keyboard and brokers in that state will now populate. 8. You can use these same instructions to add any filter of your choosing. Simply follow the same steps and then search for your preferred filter (i.e. company name, lifecycle stage, etc). HubSpot has a wide variety of filters so you should be able to find exactly the parameters you want for your search. ![](https://info.claim-doc.com/hs-fs/hubfs/image-png-Nov-21-2025-04-02-26-1663-PM.png?width=409&height=511&name=image-png-Nov-21-2025-04-02-26-1663-PM.png) claim-doc.com Knowledge Base - [Go to claim-doc.com](https://claim-doc.com)