Use basic policy search

About this task

This topic provides step-by-step instructions for doing some simple policy searches.

Procedure

  1. Select Search > Policies to navigate to the Search Policies > Basic tab.
  2. In Name, enter ray, then click Search.

    The Search Results displays policies which contain a primary or additional named insured with ray in the first name or last name. For example, the results contain rows for Ray Newton and Ann-Marie Ray.

    In the Name field, a number of entries have a symbol at the end.

  3. Hover over the symbol next to Ann-Marie Ray.

    PolicyCenter displays Ray’s Rockhouse as an additional named insureds on the policy.

  4. In Name, enter rock, then click Search.

    PolicyCenter displays Ann-Marie’s policy in the results because the search string matches Ray’s Rockhouse, an additional named insured on the policy.

  5. Click the Policy # link to jump to the policy.

    If the search result is a bound policy, then PolicyCenter opens the policy file.

    If the result is an unbound policy period, then PolicyCenter opens the policy transaction (job) wizard for that policy period.

    In the result type column, the policy transaction icon appears for unbound policy periods such a submission or other policy transaction. The policy icon appears for bound policy periods.

  6. Click Policy Info in the left sidebar.

    Notice that Additional Named Insureds includes Ray’s Rockhouse.