What filtering options are available in the Manage tab?

What filtering options are available in the Manage tab?

Use the filters at the top of the Manage tab to narrow the carrier messages displayed. The available filters depend on your role.


General Agency

  • Severity Type: All Severity Types, Failure, or Warning.
  • Agency: All Agencies or a specific agency.
  • Issue: All Issues or a specific issue.
  • Carrier: All Carriers or a specific carrier.
  • Employer: All Employers or a specific employer.
  • Enrollment Status: Open & Closed, Open, or Closed.

Agency, Broker, or Service Team Member

  • Severity Type
  • Issue
  • Carrier
  • Employer
  • Enrollment Status

Employer

  • Severity Type
  • Issue
  • Carrier

Select more than one filter to narrow the messages further. Select the default option for a filter to include all messages for that filter.

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