Can I filter pending integrations?

Can I filter pending integrations?

Yes. Use the filters on the Pending tab to narrow the Pending Plans table.


Who can use the Pending tab: General Agency users, agency users, brokers, and service team members. General Agency users also see the Agency filter.


To filter pending plans:

  1. In the top navigation, select Carrier Exchange, then select Pending.
  2. Above the Pending Plans table, select a value from Carrier, Employer, or Benefit Type. General Agency users can also select a value from Agency.
  3. Select All in a filter to remove that filter. Select values in more than one filter to narrow the list by combined criteria.

For an overview of the information shown on this tab, see What is the Pending tab used for?

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