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Siebel eInsurance Guide > Property Policies > End-User Procedures >
Providing Quotes
In Siebel eInsurance, a quote is a policy that has not been issued. End users can provide a quote for a new policy or for a change to an existing policy. The Quick Quote view provides a way to gather basic policy and rating information. The information collected through the Quick Quote view represents the minimum rating information needed to create an initial premium calculation.
To provide a property insurance policy quote
- Navigate to the Property Policies screen.
- Click the Quick Quote view tab.
- In the Property Types list, add a record and complete the necessary fields.
- Scroll down to the Dwelling Rating form and complete the fields.
NOTE: Coverages might be defaulted to a standard set (through configuration) or manipulated through the Rate Model view to further refine the quote. You can collect additional data to aid in the underwriting and administration of the quote.
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Siebel eInsurance Guide Published: 04 June 2003 |