Basic policy search overview

In the default configuration, PolicyCenter contains basic search for policies. Basic search for policies has the following features:

• The Name search field matches a concatenated first and last name or company name.
• The Name search field matches the primary named insured or additional named insured on the policy. In personal auto line of business, the search also matches the secondary named insured.
• The Phone search field matches a home, mobile, fax or work phone number on the policy.
• The Address fields match against the current and former addresses on the policy. If there are multiple addresses, the Address field in the search results only displays the matching address.
• Basic search returns bound policies and unbound policy transactions.