As an underwriter your Quotes List contains all quotes from all your broker companies. To help manage quotes, filter fields are available under the Quotes List Menu:
These allow you to filter by:
- Broker – this is the list of Brokerage Companies using Lime Street Marketplace
- Country – this list displays the countries that are in scope for this product
- Industry
The filters allow you to group quotes of the same type together.
To use the filters, simply click on the field to display a list of values and select one. The list will update to only show those quotes filtered by that value.
Note - The Quotes List filter is not available to Broker users