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View Policy-Based List

  • Updated

Button

Purpose

The View Policy-Based List button allows users to search for and locate policies by entering policy information as search criteria.

Location

When you set the advanced setting enable-new-policy-search to True, the View Policy-Based List button appears on two screens:

  • Policies
  • 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.

Field default

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.


Usage considerations

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

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