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Siebel Insurance Guide > Managing Group Policies > Generating Proposals for Group PoliciesA proposal is a written quote for a policy. Before generating a proposal, end users must add the policy, set up classes, and add the policy plan design. Usually, the last step in adding the plan design is to activate the software program your company uses to rate policies. For more information, see Designing Plans for Group Policies. Proposals are built off of pre-defined templates. For more information on creating proposal templates, see the chapter on proposals in Siebel Applications Administration Guide. NOTE: Only those with Siebel administrator responsibilities can create or change proposal templates from the Administration - Document screen. |
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