Policies

Policies

Named Insured

Column

Purpose

With the Named Insured column, users can sort the policy list by named insured in ascending alphabetical order and descending alphabetical order.

Location

The Named Insured column appears on the policy list table in the Policies search screen when the policy-based list is open.

Field default

By default, the policy list is arranged by the date policies are initially added to BriteCore, in reverse chronological order.

Figure 1: Default view of the policy list table arrangement.

Change the default

Select the Named Insured column once to sort the policy list by named insured in ascending alphabetical order.

Figure 2: The policy list sorted by the Named Insured column in alphabetical order.

 

Select the Named Insured column a second time to sort the policy list by named insured in descending alphabetical order.

Figure 3: The policy list sorted by the Named Insured column in descending alphabetical order.

 

Select the Named Insured column a third time to return the policy list to its original state.

Usage considerations

The Named Insured column behaves the same in both the Provider Administrator and Agent portals. The Named Insured column appears by default in BriteCore. The advanced setting enable-new-policy-search must be set to True and the policy-based list must be open to sort by Named Insured. If the policy list is sorted by another column, click the Named Insured column to override the arrangement of the policy list and sort by named insured.

Additional topics of interest