Quandri’s filters allow you to drill down to policies you want to focus on, and you can save those views for quick access each time you enter the platform. If you want to make updates to one of your custom views, you can do so by following these instructions; 

Updating a Custom View

1. Access the Custom View
   From the Policies page, select the Custom View that you want to edit and update.
   
     
    
2. Update the Filters
   Locate the filter options at the top of the page and make the changes to the filters that you would like to apply. Filters can be set based on:
   1. Date range
   2. Premium increase – both by $ increase and % increase
   3. Assignee -– this is who the policy is assigned to
      • Note: The Assignee (often the “Client Service Rep” or “Account Manager” servicing contact role) is extracted over from Epic when Quandri processes policies. The list of Assignees available in the drop-down will only contain assignees associated with policies processed by Quandri (i.e. it will not a full list of all available assignees). 
   4. Status – these are Quandri Statuses such as ‘Review Email’ or ‘Review Quote’ 
       
3. Update your Custom View
   Click 'Update'  in the top right corner to save changes to the current view.