Convr Expands Search Capabilities in Workbench

Advanced Search: Expanded Filtering and Sorting for Submissions 

Convr has rolled out new advanced search capabilities for customers. Now in the Convr user interface (UI), customers can search submissions by many fields including policy effective date, submission status, product name and more. 

The change enables users to sift through thousands of submissions and more easily find what the specific account or account types they are looking for.

This new feature will help customers pinpoint the exact field of data they need from what might be tens of thousands of submissions, allowing them to review submissions by specific characteristics. The new functionality brings advanced search and filtering to the Convr workbench, creating greater efficiencies and improving the UI for all users.

How to Navigate: 

Convr’s Underwriting Workbench users can set custom filters and drill down on submission categories. There is a list of custom filters located on the navigation panel that can be sorted based on any individual parameter or category such as submission status, product segment, or by a range such as effective date. And the categories are layerable. Convr AI workbench users can set multiple filters in a single view and choose to sort on effective date – all to better suit their needs. 

Why it Matters:
Convr AI is invested in improving the user experience for customers and believes this advanced search functionality will better the workflow for hundreds of Convr customers.

To learn more about Submission Advanced Search capabilities and to start searching, sorting and filtering through submissions with ease in our unique sidebar, reach out to Convr AI at www.convr.com or contact your customer service manager.