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Siebel eInsurance Guide > Group Policies > End-User Procedures >
Managing Underwriting Information
End users can use the Underwriting and 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.
- Click the Underwriting Reports view tab.
- In the Underwriting Reports list, add a record and complete the necessary fields.
Some fields are described in the following table.
.
To view historical underwriting information
- Navigate to the Group Policies screen.
- Click the Underwriting view tab.
- From the Show drop-down list in the Underwriting list, select a type of underwriting information:
- Rates
- Prior Insurance History
- Premium/Claim History
- Large Claimant History
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Siebel eInsurance Guide Published: 04 June 2003 |