My other policy transactions screen
In PolicyCenter 8.0, the My Other Work Orders screen has been renamed My Other Policy Transactions. In addition, this screen now displays the following fields:
Field |
Description |
|---|---|
Type |
This field is unchanged. |
Primary Insured |
This field is unchanged. |
Effective Date |
This field displays
|
Transaction # |
This field was previously labeled Work Order #. |
Status |
This field is unchanged. |
Product |
This field was previously labeled Policy Type. |
Producer |
This field is visible if user does not have the View Producer Desktop Details permission. This is a new permission. |
Underwriter |
This field displays
the user with the Underwriter role in the |
The Create Date column has been removed.
