Skip to main contentWorking 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
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
- Navigate to the Fields tab
- Click on any field to edit
- Update the value
- Save changes
Edits are tracked in the activity timeline.
Changing Status
Update status as the submission progresses:
- Open the submission
- Click the status badge
- 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:
- Open the submission
- Click the assignee field
- 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:
- Click Draft Email
- Compose your message or let desk rules auto-generate drafts
- Review and edit the draft
- 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. 
