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

Generating Proposals

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A proposal is a written quote for a policy. Before generating a proposal, end users must add the policy, set up classes, and add the policy plan design. Usually, the last step in adding the plan design is to activate the software program your company uses to rate policies. For more information, see Designing Plans for Group Policies.

To generate a proposal

Navigate to the Group Policies screen.
In the Policies/Quotes list, select a policy.
Click the Proposals view tab.
In the Proposals list, add a record.
In the new record, select the appropriate template and complete the contact information and the remaining fields.
Click Generate Draft.

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