The Policy Types dropdown list allows users to select specific policy types so they can narrow policy list search results by those selected types.
The Policy Types dropdown list appears on the Policies search screen.
By default, the Policy Types dropdown list options are hidden.
Change the default
When you select Policy Types, the dropdown values appear, providing you with available policy types to select. Selecting policy type(s) will filter the policy list by those type(s).
The Policy Types dropdown list can’t be customized and behaves the same in the Provider Administrator and Agent portals. The advanced setting enable-new-policy-search must be set to True for the Policy Types dropdown to appear.
Additional topics of interest
- Search for a Policy
- Advanced Search Tips
- Policy Status
- Revision States
- Review State