Policy header overview

When you access a policy in Policies and Quotes, the policy header shown in Figure 1 will appear on each tab of the policy’s Overview screen. The policy header provides a snapshot of the policy and provides a list of actions you can initiate from the policy header. With the policy header, end users can quickly see which policy they’re in.

Figure 1: View of the policy header.

In the policy header, you will see the following:

  1. Breadcrumbs: The breadcrumbs at the top of the header show the steps taken to access the policy. It also displays the policy ID.
  2. Named insured: The named insured is displayed prominently so you can easily see who the policy is for.
  3. Policy Type: Next to the named insured, you will see the policy type, such as Personal Auto or Homeowners.
  4. Policy Status: The current status displays in this section. Policy statuses are color-coded and are associated with an icon. For example, an active policy will display with a green checkmark and Active will be green. A canceled or cancellation pending policy will display with a red X, and Canceled or Cancellation Pending will be red.
  5. Linked Policies: The number of linked policies will display in this section. If there aren’t linked policies, the statement No Linked Policies will display in this section. You can select View or Edit to open the Linked Policies dialog box. View will direct you to the Linked Policies tab of the Linked Policies dialog box. Edit will direct you to the Link a Policy tab of the Linked Policies dialog box.
  6. Policy Term: The date range of the policy term will display in this section.
  7. Length: The term length will display in this section.
  8. List of actions you can initiate from the policy header:
    • Endorse Policy: When you select the Endorse Policy link, the New Endorsement dialog box will open. When you complete it, you will be directed to the Endorsement Quote flow.

      Note: If there is an open endorsement on the policy, then the Endorse Policy link will appear but will be grayed out. A banner will appear at the top of the screen notifying you that there is an open endorsement. You will have the option to continue the endorsement or discard the endorsement.

    • View Declaration: When you select the View Declaration link, a PDF of the declaration will open, or you will be directed to the Attachments screen of the policy, where you can open the declaration.
    • Cancel Policy: When you select the Cancel Policy link, the Cancel Policy dialog box opens.

      Note: If a policy is already canceled, the Cancel Policy link won’t appear. Instead the Reinstate Policy link will appear.

    • Reinstate Policy: The Reinstate Policy link will appear on policies with the policy status Canceled.
      • When you select the Reinstate Policy link on a policy with the status Canceled, then the Reinstate Policy dialog box will open.
    • Email Policy Information: When you select the Email Policy Information link, the Email Policy Information dialog box will open with an email form.
    • Renew Policy: The Renew Policy link displays in the More dropdown list. When you select Renew Policy, the Renew Policy dialog box will open.
    • Non-Renew: The Non-Renew link displays in the More dropdown list. When you select the Non-Renew link, the Non-Renew Policy dialog box opens.
    • Rewrite Policy: The Rewrite Policy link displays in the More dropdown list. When you select the Rewrite Policy link, the Rewrite Policy dialog box opens.
    • File a Claim: The File a Claim link displays in the More dropdown list. When you select the File a Claim link, you’re directed to the Policy Search screen of the FNOL workflow. See Step 1 – Policy Search for more information.