Bookshelf Home | Contents | Index | Search | PDF

Siebel eInsurance Guide > Life & Annuities > End-User Procedures >

Adding Underwriting Information

---

After end users provide a quote, they can use assessment templates in the Questionnaire view to collect additional underwriting information. For more information about creating Questionnaire Templates, see To administer an assessment template.

To add underwriting information

Navigate to the Life & Annuities screen.
In the Policies/Annuities list, select a policy.
Click the Questionnaire view tab.

The following lists appear.

Insured/Annuitant. Select from the list of insureds or annuitants on the selected policy.
Questionnaire Templates. Used to choose the appropriate template to gather underwriting information.
Questionnaire. Contains the questions and fields in which you type the answers from the questionnaire template.
In the Insured/Annuitant list, select a record.
In the Questionnaire Templates list, add a record.
In the Template Name field, click the select button.
In the Select Assessment Template dialog box, select a template and click OK.
Step off the record to save the record and select the saved record.

The questions appear in the Questionnaire list.

In the Questionnaire list, complete the value field for each question.

Bookshelf Home | Contents | Index | Search | PDF