Search for a Policy

Search box

Purpose

The Search for a Policy box allows users to type search criteria (policy number, named insured, policy status, policy type, effective date) to generate a list of policies matching the search criteria.

Location

The Search for a Policy box appears on the Policies search screen.

Field default

By default, the Search for a Policy box suggests that you type policy details into the search box.

Figure 1: The Search for a Policy box prompting you to type policy details.

Change the default

When you type text in the Search for a Policy box and select Search or press Enter/Return on your keyboard, BriteCore identifies and returns policies that match the search criteria.

Figure 2: Generated search criteria that match details typed into the Search for a Policy box.

Usage considerations

The Search for a Policy box can’t be customized, and it 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 Search for a Policy box to appear. If the advanced setting enable-new-policy-search is set to False, BriteCore’s legacy Search box will appear. If criteria typed into the search box yields one result, you will automatically be directed to the screen of that specific policy. If criteria typed into the search box yields more than one result, all policies that match the criteria will be returned in the policies list table.

Additional topics of interest