View policies associated with a contact

Procedure

  1. While viewing a contact, click Policies in the left sidebar to view the Contact File Policies screen.
    This screen displays a list of policies on which the contact plays a role. This screen displays the accounts and policies for which you have sufficient producer code permissions.
  2. Click the Account or Policy # link to view the corresponding account or policy file.

    If the policy is archived, PolicyCenter displays the archived policy page. PolicyCenter does not check the permissions for the account and policy because it checks permissions when creating the list.

    The list view displays the account number of the policy, the policy number, the policy type, status, the start date for the policy, and the effective and expiration dates.
  3. Filter the list by the status of each period and product.
    The Status drop-down list contains the following choices:
    • In Force/Scheduled – Default. Display in-force policies and bound policies that have not yet started.
    • Expired
    • Canceled
    • All
    The Product drop-down list contains the following choices:
    • All – Default
    • Any products in the unfiltered results. For example, the contact has personal auto and business auto policies. Those two products appear in the drop-down list, but inland marine does not.
    If a policy appears on this screen, then PolicyPeriod has a PolicyContactRole that points to the current Contact through the ContactDenorm field.