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Siebel eInsurance Guide > Auto Policies > End-User Procedures >

Ordering Underwriting Reports

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After end users add the necessary policy, driver, or vehicle information, they can order underwriting reports for a policy. Examples of underwriting reports are motor vehicle, credit bureau, or loss history reports.

To order an underwriting report

Navigate to the Auto Policies screen.
In the Policies/Quotes list, select a policy and click the Underwriting Reports view tab.
In the Underwriting Reports list, add a record and complete the necessary fields.
Use the procedures developed by your company to submit the order.

NOTE:  You can configure your Siebel application to add an Order button that activates the software program your company uses to submit orders for underwriting reports.

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