Enable new policy search



With the Policies advanced setting enable-new-policy-search, you can display the New Policy Search screen if this setting is enabled. The New Policy Search screen allows users to type a search criteria so they can generate a list of matching policies. Users can search by policy number, primary named insured, policy type, current status, effective date, expiration date, address, city, state, and ZIP.


This setting requires selecting a True or False value.

Setting default

By default, enable-new-policy-search is set to False.

Change the default

To change the default, navigate to Settings > Advanced and search for enable-new-policy-search using the Search for a Setting box. In the enable-new-policy-search box, change the toggle to True.

Adoption considerations

The Search box either appears on the Legacy Search screen or the Policies screen depending on the enable-new-policy-search setting. For the search box to appear on the Policies screen, set enable-new-policy-search advanced setting to False. If the setting is set to True, then the search box will appear on the Legacy screen.