Checkbox
Purpose
With the Unsubmitted Applications checkbox, users can filter the policies list by unsubmitted applications.
Location
For the Unsubmitted Applications checkbox to appear on the Legacy Search screen, you must set the advanced setting enable-new-policy-search to True. If you set the advanced setting enable-new-policy-search to False, the Legacy Search screen will load as the default Policies screen.
Field default
By default, the Unsubmitted Applications checkbox is cleared, and the policy list isn't filtered by that value.
Change the default
Select the Unsubmitted Applications checkbox, and then select Go to filter the policy list by unsubmitted applications. To clear the checkbox, select the Unsubmitted Applications checkbox a second time. Select Go to stop filtering the policy list by unsubmitted applications.
Usage considerations
The Unsubmitted Applications checkbox can't be customized and behaves the same in the Provider Administrator and Agent portals. To filter the policy list by policies that only have the status of unsubmitted application, don't select additional checkboxes. To filter the policy list by policies with additional statuses, select the relevant checkboxes.
Additional topics of interest
- Search
- View Address-Based List
- View Policy-Based List
- Rejected Applications
- Canceled Policies
- Submitted Applications
- Active Policies
- Expired Policies
- Internal Quotes
- Historical Policies