Ordering Underwriting Reports

After end users add the necessary underwriting information, they can order underwriting reports for a policy.

To order an underwriting report

1. Navigate to the Life & Annuities screen.

2. In the Policies/Annuities list, select a policy.

3. Click the Underwriting Reports view tab.

4. In the Underwriting Reports list, add a record and complete the necessary fields

5. Follow the procedures defined by your company to submit orders for underwriting reports.