Create a location group

About this task

A location group is useful for assessing reinsurance risk. In PolicyCenter, you can search for nearby locations and assemble them into a location group. Searching for nearby locations requires that you enable geocoding.

Procedure

  1. Navigate to the Reinsurance screen for a policy.

    The Reinsurance screen must contain at least one location in Reinsurable Risks.

  2. Under Reinsurable Risks, select a location.
  3. Click Search for Nearby Locations in the Risk Details.

    PolicyCenter displays the Search for Nearby Locations screen.

    On the left, the Search near section of the screen displays the selected location, including the Location Group, if specified.

    On the right, the Search criteria has the following fields:

    Field

    Description

    Radius

    Enter the radius of the search.
    Note: Selecting a too large search radius negatively impacts performance.

    Units

    Required. Select the units, such as miles or kilometers.

    Location Group

    Enter a location group name.

    Coverage Effective

    Required. Select an effective date for coverage. The search looks for policies in effect on this date.

    Coverage Group

    Required. Select a reinsurance coverage group.

    Line of Business

    Required. Select one or more lines of business.

  4. Select search criteria, and click Search.
    By default, results appear in order of increasing distance from the selected location.

What to do next

See also