Viewing locations on bound policies

When viewing a bound policy, you view the location information as it was when the policy was bound. You do not see changes made to locations at the account level subsequent to binding.

View location changes

About this task

In some lines of business, if the location information on the account changed after binding the policy, the Up To Date column on the Locations screen displays a No.

Procedure

  1. Click View to display the Location Details card.

    If the location has changed, you see the message, Location Information has changed since this policy was bound!

  2. Click View Current Location to see the changes.