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Siebel eInsurance Guide > Auto Policies > End-User Procedures >
Ordering Underwriting Reports
After end users add the necessary policy, driver, or vehicle 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 Auto Policies screen.
- In the Policies/Quotes list, select a policy and click the Underwriting Reports view tab.
- In the Underwriting Reports list, add a record and complete the necessary fields.
- Use the procedures developed by your company to submit the order.
NOTE: You can configure your Siebel application to add an Order button that activates the software program your company uses to submit orders for underwriting reports.
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Siebel eInsurance Guide Published: 04 June 2003 |