Working with Submissions

Review, edit, and manage submissions

Working with Submissions

This guide covers day-to-day tasks when working with submissions.

Viewing Submissions

Submissions List

Access all submissions from the Submissions tab in your desk. The list shows:

• Insured name
• Status and priority
• Assigned underwriter
• Created date

Use filters to narrow results by status, priority, or assignee.

Submission Detail

Click a submission to view its full details:

• Overview - Key extracted fields at a glance
• Documents - All attached files with extracted text
• Fields - Complete list of extracted data
• Activity - Timeline of actions and changes
• Emails - Linked email threads

Reviewing Extracted Data

After a submission is created, AI extracts data from documents based on your desk’s field schema.

Field Confidence

Each extracted field shows a confidence score. Lower confidence fields may need manual verification.

Editing Fields

1. Navigate to the Fields tab
2. Click on any field to edit
3. Update the value
4. Save changes

Edits are tracked in the activity timeline.

Changing Status

Update status as the submission progresses:

1. Open the submission
2. Click the status badge
3. Select the new status

Status changes trigger any matching desk rules (e.g., auto-draft an email when moving to “Needs Info”).

Assigning Submissions

Assign submissions to team members:

1. Open the submission
2. Click the assignee field
3. Select a team member

Intake rules can automatically assign submissions to team members randomly.

Drafting Emails

Respond to brokers and agents directly from the submission:

1. Click Draft Email
2. Compose your message or let desk rules auto-generate drafts
3. Review and edit the draft
4. Send when ready

Sent emails are tracked in the submission’s activity timeline.

Action Items

Check your action items for tasks requiring attention:

• New Submission - A submission was assigned to you
• Review Draft - An auto-generated email needs your approval
• Triage Review - An email couldn’t be automatically classified

Complete action items to keep your queue moving.