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Adding Underwriting Information

After end users provide a quote or accept an application for an auto policy, they can add information for use in ordering underwriting reports for the drivers and vehicles associated with the policy.

To add underwriting information

1. Navigate to the Auto Policies screen.
2. In the Policies/Quotes list, drill down on the desired policy.
3. Click the appropriate view tab:
   • Underwriting. To query for prior insurance history and to add prior insurance history, prior claims, or residence information.
   • Accidents/Violations. Use the Accidents/Violations list to add information about each driver's accidents and violations.

     NOTE:  The lists and forms that appear depend on the type of vehicle you select.

4. Add a record in the selected list or form and complete the necessary fields.