Search Master Policies History

Search History enables you to search for policies using criteria such as the policy number, effective date, expiration date, or policy type.

1. Open the Master Policies module of the account you plan to edit.
2. Under More, click Search History.
   
3. On the Search History page, select or type the Transaction Date Range.
4. Click Search History to start the search.
5. To view additional details, click on the search result once, and details will appear in a pop-up window. Toggle between Transaction and Detail as needed.