Using the Home Tab

The Home tab that displays when you log into Geaux depends on your default user preference. Three Home pages are available:

• Submissions Home tab
• Accounts Home tab.
• Tasks Home tab

From the Home tab, you can sort and search for existing accounts, submissions, or tasks. Each Home page also includes My What's New and My Tasks that are specific to your submissions and accounts.

Selecting Another Home Page

You can navigate back and forth among the different Home tabs by clicking Submissions, Accounts, or Tasks at the top left of the Home tab. (If any of these options do not display, you do not have the permission that is required to display the missing option.)

You can modify your user preferences to change the default Home tab to display when you log into Geaux.

Selecting the Default Home Tab to Display on Login

Through your user preferences, you can control which Home tab displays by default when you log into the Underwriting Workstation.

To change the default Home tab that displays when you log into the Agent Workspace:

1. From the Settings menu, select My Preferences. The Preferences window appears.
2. Click View. The View Settings appear.
3. From the Default Home Page list, select the Home tab you want to display:
   1. Submissions
   2. Accounts
   3. Tasks
4. Click OK. The Preferences window closes.

Menu Bar

The following items exist in the menu bar at the top of the Agent Workspace:

• Available to Chat. Select this option to let other users know that you are online and available to chat about submissions.
• Log Out. Click this button to log out of the Agent Workspace.
• Settings. Select the appropriate Settings option to update your user profile, external submission settings, preferences, and password.
• Help. Select Help to access the Geaux help system and obtain information about the system, including the version and copyright information.

Searching for Submissions, Accounts, or Tasks

The Search field enables you to filter the list of submissions, accounts, or tasks by a word or phrase. As you begin entering text, the list automatically updates to remove items that do not match the characters you are typing. To clear the search results, click the icon that appears inside the Search field when it includes text.

Filtering Home Tab Results

The Filter list provides default filters for submissions, accounts or tasks. The available filters vary, depending on which Home tab is displaying. When you select a filter from the list, the filter name continues to display in the list as long as that filter is active.

My What's New and My Tasks

The My What's New and My Tasks panes display on each Home tab. For more information, refer to My What's New Messages and My Tasks.

AMERISAFE

Phone: 800-897-9719

Fax: 800-450-1091

aiic-mktg@amerisafe.com