Policies

Applies to: Customer Center

In the Customer Center, search for and select the customer. With a customer record open, from the sidebar menu select Views > Policies.

A brief summary of customer information appears below the customer name. See information about what the summary includes.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

The Policies view uses side view panes to display policy information. The following view panes are available in the Policies view.

Policies
(left pane)

Displays a list of policies and transactions with a link to open the policy. .

Summary
(right pane)

Displays either policy summary. activities, Claims, Documents, Notes, Suspense, or WorkSmart documents (if you use WorkSmart) for the policy selected in the Policies view pane. Use the Summary view pane to quickly review policy information and provide better and faster customer service.

You can change the category of the summary to be displayed by selecting one of the following options from the Show list:

  • Policy Summary (default): Shows the high-level summary information of the policy highlighted in the Policies view pane as well as Customer Contacts. To edit or see complete policy information, click the Policy # link shown in this summary view. The Policy form appears. You can also directly access the policy's lines of business from the Lines of Business links provided at the bottom of this summary view (if you have appropriate security rights).
  • Activities, Claims, Documents, Notes, and Suspense: Four unique categories of information are available. The items are associated with the selected policy and show the same information as the view for Activity, Claims, Documents, Notes, and Suspense.
 

If you use WorkSmart, the documents appearing in the summary are WorkSmart documents. If you have a combination of WorkSmart and non-WorkSmart documents, only the WorkSmart documents appear.

Use the expand/collapse button to expand the policies list (left pane) to its full view or collapse it to the split view. You can also resize the panes that are displayed side-by-side by dragging the pane divider between the panes.

Key Fields

View Dec Page Information

Click the icon to view a quick reference summary of the most current policy information, including: Customer Information, Lines of Business, Risks, Coverages, and Premiums. More...

Policy #

Open the policy or submission information directly from the Policy # link, or expand a policy in the list and select the Tran Eff Date link.
 

Tran Eff Date
 

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

  • Click New Policy in the toolbar to open the Create New Policy data entry form.
  • Enter the basic policy information or select a submission to create the new policy. More...

From the Policies toolbar you can also do the following:

  • Copy all policy detail from this or another customer to create a new policy. More...
  • Endorse transactions to the policy. More...
  • Renew/Rewrite expiring and renewing policies while creating a historical record. More...
  • Cancel transactions to the policy. More...
  • Binder Bill allows you to invoice an insured for coverage before the actual receipt of the policy or confirming endorsement with the carrier. This button is not available if the selected policy does not have any binder transactions. More...
  • Compare the differences between two policies or submissions, or two policy transactions. More...
  • Export All of the policy list details to a CSV (Comma Separated Values) file. You can then review and archive them.

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.