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

Ordering Underwriting Reports


After end users add the necessary policy 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

  1. Navigate to the Property Policies screen.
  2. In the Policies/Quotes 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. NOTE:  You can configure your application to activate the software program your company uses to submit orders for underwriting reports.


 Siebel eInsurance Guide 
 Published: 04 June 2003