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Siebel eInsurance Guide > Auto Policies > End-User Procedures >

Adding Underwriting Information

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After end users provide a quote or accept an application for an auto policy, they can add information for use in ordering underwriting reports for the drivers and vehicles associated with the policy.

To add underwriting information

Navigate to the Auto Policies screen.
In the Policies/Quotes list, select a policy.
Click the appropriate view tab:
Underwriting. To query for prior insurance history and to add prior insurance history, prior claims, or residence information.
Underwriting Questions. Scroll down to add driver information.
Use the Underwriting Questions form to add driver information.
Use the Accidents/Violations list to add information about each driver's accidents and violations.
Vehicle Underwriting. Scroll down to add vehicle information.

NOTE:  The lists and forms that appear depend on the type of vehicle you select.

Add a record in the selected list or form and complete the necessary fields.

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