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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, drill down on a policy.
  3. Click the Underwriting Reports view tab.
  4. In the Underwriting Reports list, add a record and complete the necessary fields.

    NOTE:  You can configure your application to activate the software program your company uses to submit orders for underwriting reports.

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