How do I search submissions by capacity provider?
Ticketclosed
Fenmoor Specialty Underwriting: documents · How do I search submissions by capacity provider?
Callum wanted a faster way to search submissions by capacity provider and underwriter. Bethan explained how to save filtered views, which resolved the issue.
What happened
What this says
Current to 10 Oct 26Callum wanted a faster way to search submissions by capacity provider and underwriter. Bethan explained how to save filtered views, which resolved the issue.
Problem: Callum reported spending several minutes each time he searched submissions by underwriter and premium to answer syndicate queries. He asked if the brain offered a saved view or simpler query to cut the repetition.
Handling: Bethan first clarified his need, confirming he wanted a minute or two rather than a manual dashboard build. She then explained the steps to save a filtered view from the submissions page and sort by premium. Callum successfully saved views for each capacity provider and confirmed his team could take it from there.
Watch: This shows good adoption of the search feature with a simple education path.
Details
Updated 9 Oct 26Trail
created · Callum Reid 18 Jul 2024 14:20I'm getting asked quite regularly by syndicates for a quick view of live submissions on their lines. What I need is a way to search the submissions table by underwriter and premium without having to spend a couple of minutes on it each time. Can I set up a saved view, or is there a simpler query I should be using? By when can you get me going on this? Callum- public_reply · Bethan Lister 18 Jul 2024 22:00Thanks for picking that up, Callum. Just so I've got this right – you want live submissions, searchable by capacity provider and underwriter, sorted by premium, and something your team can run in a minute or two without building a full dashboard? The search bar on the submissions page lets you filter by status (set to live submissions) and then by underwriter; you can sort by premium descending. Is that the kind of pace you're after, or do you need this saved as a reusable view? Thanks, Bethan
- public_reply · Callum Reid 22 Jul 2024 10:11Tried it. Gets me there but it's several clicks and a sort every time. Can we save the view so it's ready to go? That would cut out the repetition. Callum
- public_reply · Bethan Lister 23 Jul 2024 09:54Got it. From the submissions page, set your filters (status to live, underwriter if you need to narrow it), sort by premium descending, then click Save View at the top right. Name it, and it shows up in your sidebar. Try that and tell me what you see? Thanks, Bethan
- public_reply · Callum Reid 24 Jul 2024 11:06Done. Saved a couple of views now – one for each of the main capacity providers. My team can take it from here. Callum
- status_change · 30 Jul 2024 23:59