To search for policies and quotes, select Policies and Quotes in the BriteCore menu, and BriteCore will open the Policy Search screen. Search for policies and quotes using a policy-based list or an address-based list.
All policies and quotes matching the search criteria will be returned in the search results. If there are multiple policies and quotes that meet the search criteria, BriteCore will display all applicable policies and quotes on the Policy Search screen. Select a policy or quote to open it.
If only one policy or quote meets the search criteria, the policy or quote will open automatically.
View a policy-based list
BriteCore displays a policy-based list of policies and quotes by default. Using the policy-based list, you can use the Policy Details box to search for policies and quotes using the following criteria:
- Policy or quote number
- Named insured(s)
- Policy type
- Policy status
- Review status
- Effective date
- Expiration date
View an address-based list
To view an address-based list, select View Address Based List. When viewing the address-based list, you can use the Address box to search for policies using the following criteria:
- ZIP code
- Policy or quote number
Select View Policy Based List to return to the default policies list.
Use advanced search tips
Below the Policy Details/Address box, select Advanced Search Tips Link to view options to help you narrow the search results.
Prevent BriteCore from automatically opening a policy
When only one policy meets the search criteria, BriteCore opens the policy automatically. To prevent BriteCore from automatically opening a policy, type a pound sign (#) before your search criteria.
Search for phrases or exact matches
To search for a phrase or an exact match, wrap the search criteria in quotation marks (“).
Search with wildcards
You can run a wildcard search if you don’t know the exact criteria you need to search for. Use question marks in place of single characters or asterisks to fill in unknown components.
For example, you may need to locate a policy with an effective date during August 2019, but you don’t know the exact day the policy went into effect. Searching 08/??/2019 will return all policies and quotes with effective dates during August 2019.
Search with advanced criteria
To search using multiple search criteria, separate the criteria with commas. For example, you could search by named insured and policy effective date.
For an advanced search, you don’t need to wrap phrases in quotation marks, and you can search for wildcards. For example, you could search John Doe, 08/??/2019.
Search for deleted entries
To run a search for policies or quotes that may have been deleted, type <<ARCHIVE>> before the search term.
Filter search results
Use the Policy State, Revision States, Policy Types, and Quote Review State dropdown lists to filter auto policies and quotes. You can select one or more options from each of the dropdown lists.
Note: For property and casualty policies, use the Review State filter. For auto quotes, use the Quote Review State filter.
To clear search filters, select Clear all filters.
Sort search results
In the table on the Policy Search screen, you can select the column headers to sort search results. Selecting the column header once sorts search results in ascending alphanumeric order. Selecting the column header a second time sorts search results in descending alphanumeric order. Selecting the column header a third time will return the table to the default order.
For the policy-based list, search results are sorted by date added to BriteCore by default. You can sort search results by the following criteria:
- Policy Number
- Named Insured
- Policy Type
- Effective Date
- Review State
Note: The Review State column displays the Quote Review State for auto quotes and the Review State for property and casualty policies.
For the address-based list, search results are sorted by descending order of the Policy Number column by default. You can sort search results by the following criteria:
- Policy Number