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Managing Underwriting Information

End users can use the Underwriting Reports view tabs on the Group Policies screen to collect and manage underwriting information.

To add underwriting information

1. Navigate to the Group Policies screen.
2. In the Policies/Quotes list, drill down on a policy.
3. Click the Underwriting Reports view tab.
4. In the Underwriting Reports list, attach the information and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Type	Type of underwriting report or information being requested.
   Status	Status of the current report. Valid options include: Requested Received Submitted
   Ordered	Date automatically generated by the application when a new record is created.
   Received	Date the underwriting report was received.

To view historical underwriting information

1. Navigate to the Group Policies screen.
2. Click the Group History view tab.
3. From the view link list in the Group History list, select a type of underwriting information:
   • Rates
   • Prior Insurance History
   • Premium/Claim History
   • Large Claimant History