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Generating Proposals for Group Policies

A proposal is a written quote for a policy. Before generating a proposal, end users must add the policy, set up classes, and add the policy plan design. Usually, the last step in adding the plan design is to activate the software program your company uses to rate policies. For more information, see Designing Plans for Group Policies.

Proposals are built off of pre-defined templates. For more information on creating proposal templates, see the chapter on proposals in Applications Administration Guide.

NOTE:  Only those with Siebel administrator responsibilities can create or change proposal templates from the Administration - Document screen.

To generate a proposal

1. Navigate to the Group Policies screen.
2. In the Policies/Quotes list, drill down on a policy.
3. Click the Proposals view tab.
4. In the Proposals list, add a record.
5. In the new record, select the appropriate template.
6. Click Generate Draft.