Siebel Insurance Guide > Managing Property Policies >
Ordering Underwriting Reports
After end users add the necessary policy information, they can order underwriting reports for a policy. Examples of underwriting reports are motor vehicle, credit bureau, or loss history reports.
To order an underwriting report
- Navigate to the Property Policies screen.
- In the Policies/Quotes list, drill down on a policy.
- Click the Underwriting Reports view tab.
- In the Underwriting Reports list, add a record and complete the necessary fields.
NOTE: You can configure your application to activate the software program your company uses to submit orders for underwriting reports.