Siebel Insurance Guide > Managing Auto Policies >

Providing Quotes

In Siebel Insurance, a quote is a policy that has not been issued. End users can provide a quote for a new policy or for a change to an existing policy. The Quick Quote view provides a faster way to gather basic policy and rating information. The information collected through the Quick Quote view represents the minimum rating information needed to create an initial premium estimate.

To provide an auto insurance policy quote

1. Navigate to the Auto Policies screen.
2. Create a new policy, or select an existing policy, and drill down on the policy #.
3. Click the Quick Quote view tab.
4. In the Vehicles list, add a record and complete the necessary fields.
5. In the Drivers list, add a record.
6. In the Add Drivers dialog box, perform one of the following tasks:
   • To choose an existing record, select a record and click OK.
   • To add a new record, click New and complete the fields.

     NOTE:  When you add a driver with a Primary designation, the application automatically populates the Primary field in the Policy/Quote form.

7. Click the Rate Model view tab.

   Coverages might be defaulted to a standard set (through configuration) or manipulated through the Rate Model view to further refine the quote. You can collect additional data to aid in the underwriting and administration of the quote.

8. In the Vehicle Coverages list, add a record and select coverages and values.

   NOTE:  You can manually add premium amounts or configure your Siebel application to add a Rate button that activates the software program your company uses to rate policies.

End users can view a summary of all vehicles, coverages, and premiums associated with a policy in the Multi Vehicle Rate Model view tab. The information that appears on this view is a different presentation of information entered in the Rate Model view.

Viewing a Summary of All Vehicles, Coverages, and Premiums Associated with a Policy

Use the following procedure to view a summary of all vehicles, coverages, and premiums associated with a policy.

To view a summary of all vehicles, coverages, and premiums associated with a policy

1. Navigate to the Auto Policies screen.
2. In the Policies/Quotes list, drill down on the desired policy.
3. Click the Multi Vehicle Rate Model view tab.
   • Click Next Vehicle Set to view additional vehicles that do not display.
   • Click Prior Vehicle Set to return the previous view.