Search filter criteria

The following table describes the search criteria that are available from the Underwriting Management and UM Agent Home pages when a user clicks the Search icon next to the title of the Submissions, Tasks, or Recent Activity panels.

From the Additional Criteria list in a panel's advanced search area, you can select any filter criteria that are available to display for that panel (as described in the following table). When you select criteria from the Additional Criteria list, the filters for those criteria appear in the advanced search area until you remove them; you can remove any filter from the panel's advanced search area (and make it available from the Additional Criteria list again instead), by clicking the X at the right of the filter.

Criteria

Description and Options

 Availability

Submissions

Tasks

Recent

Activity

ACORD Upload

Submissions that were created from an ACORD upload.

Y

N

N

Account #

Numeric field that searches for the account number of the submission; exact match not required.

Y

N

N

Account Name

Text field that searches for the account name of the submission; exact match not required.

Y

N

N

Actor Type

Type of user who performed the activity.

Single-selection of one of the following:

  • Agent

  • Underwriter

  • System

  • Service User

N

N

Y

Agency

Single-selection of an active agency.

Y

N

N

Agent
Single-selection of one of the following:

  • Active Agents

  • Inactive Agents

Y

N

N

Agent Quoting

Whether the submission is eligible for Agent Quoting.

Single-selection of one of the following:

  • Eligible

  • Ineligible

Y

N

N

Assigned By
Single-selection of one of the following:

  • Any Agency User

  • Current User

  • Specific Carrier Users

N

Y

N

Assigned To
Allows selection of the following:

  • Any Agency User

  • Current User

  • Specific Carrier Users

  • User groups
    Note: When you searching in the Tasks panel for a user group, Underwriting Management returns the tasks that are assigned to the user group and to any of the users within that group.
Includes a Clear Selected option.

N

Y

N
Assigned To Underwriter

Searches for a submission with the specified underwriters selected as the Assigned To underwriter.

Allows multiple selection of the following:

  • Any Active Underwriter

  • Any Inactive Underwriter

  • Current User

  • Specific Active Underwriters

  • Specific Inactive Underwriters

Includes a Clear Selected option.

Y

N

N

Branch
Single-selection of one of the following:

  • Current User's Carrier

  • Specific Active Carriers

Y

N

N

Cancellation Pending

Submissions that are pending cancellation.

Y

N

N

City

Text field that searches the submission addresses; exact match not required.

Y

N

N

Created Date

Date when the task was created. (Refer to Date options.)

N

Y

N

Date Created

Date when the submission was created. (Refer to Date options.)

Y

N

N

Date Modified

Date when the submission was last modified. (Refer to Date options.)

Y

N

N

Date Payment Received

Date when payment was received. (Refer to Date options.)

Y

N

N

Date Received

Date when the submission was received. (Refer to Date options.)

Y

N

N

Due Date

Due date for the task. (Refer to Date options.)

N

Y

N

Effective Date

Effective date of the submission. (Refer to Date options.)

Y

N

N

Endorsement Pending

Submissions that are pending endorsement.

Y

N

N

FEIN

Text field that searches for an exact match to the Federal Employer Identification Number (FEIN) of the insured.

Y

N

N

Insured

Text field that searches for the name or alias of the insured. (This field no longer supports searching for submission or policy number. Use the Submission / Policy number filter to search by submission or policy number.)

  • Underwriting Management searches for submissions whose name or alias includes a word that starts with the text that a user enters in this field.
  • When you search for multiple search terms, Underwriting Management returns only results that match all of the search terms.
  • The search is not case-sensitive. Entering J in the search field returns results starting with both J and j.
  • Special characters (other than the underscore) are ignored by the search and return no search results. The underscore character is treated as part of a word, not as a special character.
  • A quoted string (a string within double quotation marks) matches only if it is an exact match on an entire word (or entire consecutive words in order) within the insured name.

Examples

Insured names:

  • Smithtown Best Pizza
  • Best Smithtown Pizza
  • B&P Smith
  • Blacksmith Apartments

Search strings:

  • Smith
    • matches Smithtown Best Pizza and Best Smithtown Pizza and B&P Smith.
    • does not match Blacksmith Apartments because no word in the insured name matches (starts with) Smith.
  • “Smith”
    • matches B&P Smith.
    • does not match Smithtown Best Pizza or Best Smithtown Pizza because the quoted word in the search string does not match a word (or consecutive words) in those insured names exactly.
  • Smith Best
    • matches Smithtown Best Pizza and Best Smithtown Pizza.
    • does not match B&P Smith because not all words in the search string match a word in the insured name.
  • “Best Pizza”
    • matches Smithtown Best Pizza.
    • does not match Best Smithtown Pizza because the quoted phrase in the search string does not match the words in the insured name in the exact order.
  • B P or P B
    • matches Smithtown Best Pizza and Best Smithtown Pizza and B&P Smith.
  • “B P”
    • matches B&P Smith.
  • "P B"
    • does not match any of the example insured names because P and B do not occur in that order in any of the insured names.

Y

N

Y

Maximum Premium

Numeric field that searches for a premium of less than the specified amount.

Y

N

N

Minimum Premium

Numeric field that searches for a premium of more than the specified amount.

Y

N

N

NAICS

Alphanumeric field that searches for the North American Industry Classification System (NAICS) of the insured; exact match not required.

Y

N

N

NCCI

Text field that searches for an exact match to the National Council on Compensation Insurance (NCCI) of the insured.

Y

N

N

Next Action

Yes searches for tasks that have a Next Action.

No searches for tasks that do not have a Next Action.

N

Y

N

Overdue

Yes searches for tasks that are overdue.

No searches for tasks that are not overdue.

N

Y

N

Priority

Searches for tasks with the specified priority.

N

Y

N

Product

Searches for submissions of the specified product type.

Drop-down list of products allows selection of multiple products.

Y

N

N

Quote Needed By Date

Date by which a quote is needed. (Refer to Date options)

Y

N

N

Referral Underwriter
Allows multiple selection of one of the following:

  • Any Active Underwriter

  • Any Inactive Underwriter

  • Current User

  • Specific Active Underwriters

  • Specific Inactive Underwriters

Includes a Clear Selected option.

Y

N

N

Resolved Date

Date when the task was resolved. (Refer toDate options.)

N

Y

N

Responsible Underwriter

Searches for a submission with the specified underwriters selected as the responsible Underwriter.

Allows multiple selection of one of the following:

  • Any Active Underwriter

  • Any Inactive Underwriter

  • Current User

  • Specific Active Underwriters

  • Specific Inactive Underwriters

Includes a Clear Selected option.

Y

N

N

Rewrite/Reissue Pending

Submissions with a pending rewrite or reissue.

Y

N

N

Risk State

Submissions that match all selected states. Underwriting Management does return submissions that include the selected states plus additional states, but it does not return submissions that include only a subset of the selected states. For example, if you select CA and NV from the Risk States filter, Underwriting Management returns submissions that include CA, NV, and NY, but not submissions that include only CA, NY, and MA.

Y

N

N

Service Users

Allows selection of multiple, specific users in service areas. Includes a Clear Selected option.

Y

N

N

State

Drop-down list of states to search for in the submission addresses.

Y

N

N

Status
Allows multiple selection of one of the following:

  • Any Active Status

  • Active Submission Statuses

  • Other Submission Statuses

Includes a Clear Selected option.

Y

N

N

Submission/Policy Number

Alphanumeric field that searches for the submission number or policy number; exact match not required.

Y

N

N

Submissions Filter

A drop-down list of saved filters from the Submissions panel.

This provides only tasks or recent activity associated with submissions that match the submissions filter.

N

Y

Y

Task Status

Searches for tasks with the specified status: Assigned or Resolved.

Y

Y

N

Task Summary

Searches for tasks of the specified type or submissions with tasks of the specified type

Y

Y

N

Transaction Type

Searches for submissions that are either New Business or Renewal.

Y

N

N

Trigger Time

Date when the recent activity was triggered. (Refer to Date options)

N

N

Y

Underwriter

Searches for a submission that has the specified user as either the Assigned To user or the Responsible Underwriter.

Allows multiple selection of:

  • Any Active Underwriter

  • Any Inactive Underwriter

  • Current User

  • Specific Active Underwriters

  • Specific Inactive Underwriters

Includes a Clear Selected option.

Y

N

N

WCIRB

Searches for an exact match to the Workers' Compensation Insurance Rating Bureau (WCIRB) classification code of the insured.

Y

N

N

Date options

Date options include the following:

  • Custom Range

  • From A Year Ago

  • YTD, QTD, and MTD

  • Last 7 Days

  • Today

  • This Week, This Month, and This Year

  • Next Month and Next 120 Days