The View Policy-Based List button allows users to search for and locate policies by entering policy information as search criteria.
When you set the advanced setting enable-new-policy-search to True, the View Policy-Based List button appears on two screens:
- Legacy Search
If you set the advanced setting enable-new-policy-search to False, the Legacy Search screen will load as the default Policies screen.
By default, BriteCore displays the View Address-Based List button and displays a policy-based list with different information depending on the screen:
- Policies screen: Policy Number, Named Insured, Policy Type, Status, Effective Date, and Review State (if advanced setting show-review-state-column is set to True).
Figure 1: The View Address-Based List button on the updated Policies screen.
- Legacy Search screen: Policy ID, Primary Named Insured, Policy Type, Current Status, Effective Date - Expiration Date.
Figure 2: The View Address-Based List button on the Legacy Search screen.
Change the default
When you select View Address-Based List, the policy list columns change and BriteCore displays the View Policy-Based List button. BriteCore then displays the following information on each screen:
- Policies screen: Policy Number, Address, City, State, Zipcode.
Figure 3: The View-Policy Based List button on the Policies screen.
- Legacy Search screen: Address, City, State, Zip, Policy ID.
Figure 4: The View Policy-Based List button on the Legacy Search screen.
Select View Policy-Based List to return to the policy-based list.
The View Policy-Based List button can’t be customized and behaves the same in the Provider Administrator and Agent portals. To search by named insured, effective date, or expiration date, select View Policy-Based List and use the Search for a Policy box or Search box to enter criteria.
Additional topics of interest
- Policies (tab)
- Legacy Search
- Search for a Policy
- Advanced Search Tips
- Review State