How do I find a policy belonging to a certain person?

Issue/Objective

To locate active policies with a specific Owner.

Environment

PolicyStat

Procedure/Resolution

Click to view these steps in the legacy PolicyStat interface.


Additional Information:

Owner is one of the terms that can be customized on your site. The terminology may differ slightly, but the concepts are the same.

The Owner tab will show only approved, Active policies. Owners who only have Draft or Pending policies will not show up in the owner search list until they have at least one active policy. To view Draft and Pending documents by Owner go to the Draft and Pending Approval sections.
 

1. Click the Policies tab at the top of the page and select Policies by Owner. 

2. Select an owner's name by checking the desired box.
3. Click Search at the bottom left of the search filter.
 

The desired list of policies will appear that the user is an owner of.