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Ordering Underwriting Reports


After end users add the necessary underwriting information, they can order underwriting reports for a policy.

To order an underwriting report

  1. Navigate to the Life & Annuities screen.
  2. In the Policies/Annuities list, select a policy.
  3. Click the Underwriting Reports view tab.
  4. In the Underwriting Reports list, add a record and complete the necessary fields
  5. Follow the procedures defined by your company to submit orders for underwriting reports.
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