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About Managing Auto Policies

In Siebel Insurance, a quote is a policy that has not been issued. An automobile insurance policy quote has one or more insured drivers, one or more insured vehicles, and one set of coverages for those vehicles and drivers. Each variation of these rating and risk evaluation (underwriting) variables is represented in Siebel Insurance by a separate quote. Because a new quote is generated for each combination of variables that a customer inquires about, multiple quotes typically are generated for customers before they choose and purchase a policy.

The Auto Policies screen allows end users to create and manage automobile insurance policies. End users can issue a quote for a new policy or for a change in an existing policy. Administrators can add auto coverage and coverage values in the Insurance Administration views. For more information on views common to all policy screens, see Common Policy Views.