View policy transactions associated with contact

Procedure

  1. While viewing a contact, click Policy Transactions to view the Contact File Policy Transactions screen.
    This screen displays a list of policies on which the contact appears on the Contacts screen in the policy transaction.
  2. Click the Transaction # link for detailed information.
    This screen displays the policies and policy transactions for which you have sufficient producer code permissions.

    The Policy # column is a link to the policy file for all policy transaction types that are based on an existing policy period. The only excluded policy transaction types are submission and rewrite new account. If the policy is archived, PolicyCenter displays the archived policy page.

  3. Click the Transaction # to jump to the corresponding policy transaction wizard.
    If the policy is archived, PolicyCenter displays the archived policy page.

    Permissions for the policy and policy transaction are not checked because permissions control the policies and policy transactions in the list.

  4. Filter the list view by status, policy transaction type, and product.
    The Status drop-down list contains the following choices:
    • All – Default
    • Open
    • Complete

    The Type drop-down list lets you select a type of policy transaction:

    • All – Default
    • Submission
    • Cancellation
    • Renewal
    • Policy Change
    • Reinstatement
    • Rewrite
    • Rewrite New Account
    • Audit
    The Product drop-down list contains the following choices:
    • All – Default
    • Any products in the unfiltered list of results
    If a policy transaction appears on this screen, then the PolicyPeriod has a PolicyContactRole that points to the current Contact through the ContactDenorm field.