Siebel Healthcare Guide > Managing Group Policies >
Managing Underwriting Information
End users can use the Underwriting Reports view tabs on the Group Policies screen to collect and manage underwriting information. To add underwriting information
- Navigate to the Group Policies screen.
- In the Policies/Quotes list, drill down on a policy.
- Click the Underwriting Reports view tab.
- In the Underwriting Reports list, attach the information and complete the necessary fields.
Some fields are described in the following table.
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Type |
Type of underwriting report or information being requested. |
Status |
Status of the current report. Valid options include:
- Requested
- Received
- Submitted
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Ordered |
Date automatically generated by the application when a new record is created. |
Received |
Date the underwriting report was received. |
To view historical underwriting information
- Navigate to the Group Policies screen.
- Click the Group History view tab.
- From the view link list in the Group History list, select a type of underwriting information:
- Rates
- Prior Insurance History
- Premium/Claim History
- Large Claimant History
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