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

  1. Navigate to the Group Policies screen.
  2. Click the Underwriting Reports view tab.
  3. In the Underwriting Reports list, add a record and complete the necessary fields.

    4. Some fields are described in the following table.

    .

    Field
    Comments
    Type
    Type of underwriting report or information being requested.
    Status
    Status of the current report. Valid options include:
    • Requested
    • Received
    • Submitted
    Ordered
    Date automatically generated by the application when a new record is created.
    Received
    Date the underwriting report was received.
    Attachments
    The document containing the requested information. To add an attachment:
    1. Click the select button.
    2. In the Add Attachment dialog box, select the file or type the URL linking to the appropriate file.
    3. Click Add.
    Once a file is attached, users can drill down on the attachment hyperlink to view the attached document.

To view historical underwriting information

  1. Navigate to the Group Policies screen.
  2. Click the Underwriting view tab.
  3. From the Show drop-down list in the Underwriting list, select a type of underwriting information:

 Siebel eInsurance Guide 
 Published: 04 June 2003