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Adding Underwriting Information


After end users provide a quote for a property policy, they can add additional information for underwriting.

To add underwriting information

  1. Navigate to the Property Policies screen.
  2. In the Policies/Quotes list, drill down on a policy.
  3. Click one of the following view tabs and add a record.
    • Property Underwriting. To add property-related information.
    • Outbuilding Underwriting. To add information related to outbuildings such as detached garages.
    • Coverage Underwriting. To add other underwriting information, such as earthquake, farm, and brush hazard.
  4. In the new record, complete the fields.
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