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Policy Locate
The Policy Locate page contains the following
information:
If filters are set up in Utilities, Data
Setup, this option can be chosen.
View -
This field contains the View icon .
Click on this icon to view the current policy record. This option displays
the notice history of the policy.
Edit -
This field contains the Edit icon .
Click on this icon to edit the current policy record. This option does
not display the notice history.
Policy Number -
This field contains the policy number and
can be sorted numerically.
Named Insured - This
field contains the named insured and can be sorted alphabetically.
State - This
field contains the state the policy is issued and can be sorted alphabetically.
Status -
This field contains the status of the policy. To view a list and description
of Notice Status codes, click here.
Add New Policy
This option is to add a new policy into
the system. This is done by clicking on the menu option 'Add New'. A step
by step process to create a policy is followed.
See example below:
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Policy Number- This
field contains the policy number.
First Named Insured - This
field contains the named insured.
Name Search
Starts With -
This field is where the start of the name being searched for is entered.
Name 1 Contains -
This field is where part of name 1 being searched for is entered.
Name 2 Contains -
This field is where part of name 2 being searched for is entered.
Search button -
Click this option to start the search process.
Policy Number Search
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Policy Number - This
field is where the policy number being searched for is entered.
Search Button - Click
this option to start the search process.
Commercial and Personal Types
Commercial and Personal are the two different
insurance Types in Policy Terminator®. The selection is
made by clicking on the menu option.
Click here for a list of Commercial
Policy Types.
Click here for a list of Personal
Policy Types.
Link to PT Main Menu
help page
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