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.