Searching for a Policy

Overview

Searching for a policy is one of the most fundamental tasks you'll perform in PolicyCenter. Whether you're responding to a customer inquiry, processing a change, or reviewing account details, it all starts with locating the right policy.

This guide walks you through the steps for searching and locating a policy using PolicyCenter's search functionality.

Interactive Training Tour

Use the interactive walkthrough below to practice searching for a policy in a guided environment. 

Key Steps

1. From the PolicyCenter Desktop, navigate to the top menu bar and select the Search option.

2. Enter your search criteria. You can search by policy number, account name, or other identifying information.

3. Review the search results and select the correct policy from the list.

4. Confirm you are viewing the correct policy by checking the policy details on the summary screen.

Tips

• Always double-check the policy number before making any changes.
• If your search returns too many results, try adding more specific criteria such as effective date or named insured.
• The Desktop screen is your landing screen in PolicyCenter — you can always return here by clicking Desktop in the top navigation.