eReinsure the Company

FAQs

How do I find others' submissions using My Views?

My Views allows you to find submissions belonging to other underwriters within your organization. Once you have found the submission you are looking for, you may view, edit, negotiate and track just as you would your own submission.

My Views is a permissions based role that you may or may not have. If you do not have the link displayed in the menu bar next to My Filing Cabinet, then you do not have My Views permissions. You may view your permissions in the Personal Information section under the field called Roles on the Settings screen.

The My Views permission is of two types: View/Modify Branch Records (access to submissions in your branch and branches below); and View/Modify Company Records (access to submissions for all branches in the company).

How To find a submission using My Views

1. From the My Desk screen, click on the My Views tab.
   
   RESULT: This displays the My Views screen entitled Submissions.
2. You may search for records using the Search box or you may filter records using the various Filter selections:
   1. To search, enter a search term in the Search box and click the Search button.
   2. To filter the records, select one or more filter criteria from the drop down lists and/or enter a Reinsurance Effective Date or range of dates in the Filter box and click the Filter button.
      RESULT: If results meeting your criteria are found, they are displayed in a table to the right of the Search and Filter boxes. Otherwise, a message stating there were no submissions meeting your search or filter criteria is displayed.
      
3. You may select the number of results to be displayed from a drop down box at the top center of the search results table.
4. To view the next set of results, click the Next » link at the top and right of the search results table. Conversely, to go back a page, click the « Prev link in the same corner.
5. To sort the results alphanumerically by column, click on the title of the column. Click the title of the column again to sort the results in reverse order.
6. Click on the Named Insured link of the submission you wish to view.
   RESULT: This displays the Submission Summary for the submission where you may view, edit, negotiate and track the submission.
   Note: Clicking the My Views tab again will display the results from the previous search for this web session only.