Policies

Policies

Search for policies using the Policies List screen

To search for policies, select the Policies icon, and BriteCore will open the Policies List screen. On the Policies List screen, you can use the Search box to search for policies using the following criteria:

  • Policy Number
  • Named Insured(s)
  • Agent(s)
  • Policy Type
  • Policy Status
  • Effective Date
  • Expiration Date

All policies matching the search criteria will be returned in the search results. If multiple policies meet the search criteria, BriteCore will display all applicable policies in the list view. If only one policy meets the search criteria, the policy will open automatically.

View an address-based list

To search for policies by address or Policy Number, select the View Address Based List toggle button. When viewing the address-based list, you can search for policies using the following criteria:

  • Address
  • City
  • ZIP Code
  • Policy Number

Select the View Policy Based List toggle button to return to the default policies list view.

View the advanced search tips

Several advanced search options exist to help the user narrow the search results. To view the advanced search tips, select the Advanced Search Tips link below the Search box.

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 an exact match

To run an exact match search, wrap the search expression in quotation marks.

Search with wildcards

To run a wildcard search, use question marks in place of single characters or asterisks to fill in unknown components. For example, you could search 08/??/2019.

Search with advanced criteria

To run an advanced search, separate search keywords with commas.

Search for deleted entries

To run a search for policies that may have been deleted, type <<ARCHIVE>> before the search term.

Filter search results

Use the Policy State, Revision States, and Policy Types dropdown lists to filter the search results.

Clear filters

To clear search filters, select Clear all filters at the top right of the Policies List screen.

Sort search results

On the Policy Based List view, search results can be sorted by Policy Number, Named Insured, Policy Type, Status, or Effective Date on the Policy-Based List. On the Address Based List view, search results can be sorted by Policy Number, Address, City, State, and Zipcode. To sort search results by a data type, select the associated column header.

By default, the search results are sorted by date added to BriteCore in the Policy Based List view and by descending order of Policy Number in the Address Based List view.