Siebel Insurance Guide > Managing Life and Annuity Policies >
Ordering Underwriting Reports
After end users add the necessary underwriting information, they can order underwriting reports for a policy. To order an underwriting report
- Navigate to the Life & Annuities screen.
- In the Policies/Annuities list, select a policy.
- Click the Underwriting Reports view tab.
- In the Underwriting Reports list, add a record and complete the necessary fields
- Follow the procedures defined by your company to submit orders for underwriting reports.
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