Siebel Insurance Guide > Managing Auto Policies >

Ordering Underwriting Reports

After end users add the necessary policy, driver, or vehicle 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 Auto Policies screen.
2. In the Policies/Quotes list, drill down on the desired policy.
3. Click the Underwriting Reports view tab.
4. In the Underwriting Reports list, add a record and complete the necessary fields.
5. Use the procedures developed by your company to submit the order.

   NOTE:  You can configure your Siebel application to add an Order button that activates the software program your company uses to submit orders for underwriting reports.