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.