The Underwriter Queue enables underwriters to efficiently perform underwriter reviews. To access the Underwriter Queue:

1. Select Policies and Quotes.
2. In the Policies menu, select Underwriter Queue.

Search and filter the Underwriter Queue

You can use the Search box to search for the following criteria:

• Quote number
• Named insured
• Policy type
• Agency
• Submit date
• Status
• Assignee

You can also filter by the quotes’ statuses and the dates they were submitted for review. To filter the quotes:

1. Under the Search box, select Filters.
2. From the Status dropdown list, select a status to filter the search results.
3. In the Submitted for Review Date box, type of select a date.

The filters will appear to the right of the Filters button. To clear a filter, select the X beside the filter.

Assign an underwriter

To assign an underwriter to a quote, select an underwriter from the dropdown list in the Assignee column for the quote.