Policies

Policies

Review State (column)

Column

Purpose

The Review State column allows users to view policy review states in the policy list.

Location

For the Review State column to appear on the Policies search screen, you must set two Policies advanced settings to True:

  1. enable-new-policy-search
  2. show-review-state-column

Field default

By default, the Review State column displays the review status of all policies in the policy search results list. There are three default review states in the system:

  • Pending Underwriter Review
  • Pending Agent Review
  • Pending Changes

Usage considerations

The Review State column behaves the same way in both the Provider Administrator and Agent portals. You can’t sort the policy list by the Review State column.

Additional topics of interest