Siebel Insurance Guide > Managing PUL Policies >

Providing PUL Policy Quotes

In Siebel Insurance, a quote is a policy that has not been issued. End users can generate 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 generate a PUL insurance policy quote

1. Navigate to the PUL Policies screen.
2. In the Policies/Quotes list, add a record and complete the necessary fields.
3. In the Policies/Quotes list, drill down on the policy.
4. Click the Quick Quote view tab.
5. In the Quick Quote form, complete the necessary fields.
6. Collect underwriting, rating, and underlying policy information about vehicles, properties, and watercraft using the following PUL Policies view tabs:
   • Vehicles
   • Property
   • Watercraft
   • Underlying Policies

After collecting the data, you can submit it to an external rating engine to determine the premium. In the application, you can add information to help underwrite and administer the quote. You can use the Rating form to manipulate the Rating factors and further refine the quote.

NOTE:  You can configure your Siebel application to add a Rate button that activates the software program your company uses to rate policies.