Advanced search for policies
The screen allows you to search for policies and policy transactions. By using the Search For drop-down menu, you can search for the following policy transaction types:
- Cancellation
- Final Audit
- Policy Change
- Premium Report
- Reinstatement
- Renewal
- Rewrite
- Submission
When you choose Final
Audit or Premium Report,
options appear that allow you to search by date. You can search by Audit period end date or Audit due date and specify a date
range. This search finds already started audit policy transactions. The
search does not find audit policy transactions with a status of Scheduled. Managers can use this
search to find all final audits due between a set of dates. Then the
manager can assign the audits.
In the screen, you can assign a user to one or more policies or open policy transactions. For the selected policies or policy transactions, you can choose a user for an assignment role such as auditor, producer, or underwriter. The selected user replaces the user who previously held that assignment role. If a user is a member of more than one group, you must also assign the group.When you assign the user, the group is also assigned. You cannot assign a user to completed or bound policy transaction.
See also
- Working with the Advanced Search tab
- Assign submissions, renewals, and other policy transactions for a similar feature on the Team tab.