Policy Status

Dropdown list

Purpose

The Policy Status dropdown list allows users to select specific policy status values so they can narrow policy list search results by status.

Location

The Policy Status dropdown list appears on the Policies search screen.

Field default

By default, the Policy Status dropdown list options are hidden.

Figure 1: The closed Policy Status dropdown.

Change the default

When you select Policy Status, the dropdown list options appear with checkboxes:

  • Unsubmitted Applications
  • Submitted Applications
  • Active Policies
  • Rejected Applications
  • Cancelled Policies
  • Expired Policies
Figure 2: The open Policy Status dropdown list.

 

Selecting a checkbox will filter the policy list by that status value.

Usage considerations

The Policy Status dropdown list can’t be customized and behaves the same in both the Provider Administrator and Agent portals. The advanced setting enable-new-policy-search must be set to True for the Policy Status dropdown list to appear. Enabling additional settings will change the values that appear in the Policy Status dropdown list. Enabling the Claims advanced setting historical-claims will add Historical Policies to the Policy Status dropdown list. Selecting Allow Internal Quoting within Vendors will add Internal Quotes to the list.

Additional topics of interest