Search filters
Underwriting Management provides a powerful and intuitive search and filter capability that makes it easy for you to find accounts, submissions, tasks, and other data.
) in the widget title bar. For more information, refer to Manage search filters. -
Base configuration search filters
Underwriting Management comes with the following base configuration search filters:
-
My Agency - Active lists the active submissions that exist for your agency. (Active submissions exclude these status groups: Declined, Rejected, Lost, Renewed, Expired, Non-Renewed, or Canceled.)
-
My Agency - All lists all submissions assigned to your agency. (If this filter has been configured with a specific date range, details of the date range are provided.)
-
My Branch - Active lists active submissions that exist for your branch. (Active submissions exclude these status groups: Declined, Rejected, Lost, Renewed, Expired, Non-Renewed, or Canceled.)
-
My Branch - All lists all submissions assigned to your branch. (If this filter has been configured with a specific date range, details of the date range are provided.)
Note: These filters and any saved custom filters display in the search filters drop-down list. -
-
Custom searches and search filters
You can create custom searches based on any available combination of submission properties by modifying a base configuration filter and saving your criteria. For more information, refer to Search in a widget.