The Underwriter Queue enables underwriters to efficiently perform underwriter reviews. To access the Underwriter Queue:
- Select Policies and Quotes.
- 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
- Submit date
You can also filter by the quotes’ statuses and the dates they were submitted for review. To filter the quotes:
- Under the Search box, select Filters.
- From the Status dropdown list, select a status to filter the search results.
- 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.