Common Policy Views

The views common to all policy screens are described in the following table.

View Tab	Description
Summary	Displays a summary of key data associated with a policy in a single view.
Rate Model	Applicable to auto and property policies. Allows users to select coverages and limits for an individual policy.
Claims	Displays claims recorded for an individual policy.
Proposals	Allows for the creation and retrieval of quotes prepared for a customer associated with an individual quote or policy. Proposals would normally show up in the quote process, but not later.
Underwriting Reports	Allows users to collect and manage underwriting information associated with an application. These reports are sometimes ordered during the application process and sometimes after an application is submitted.
Documents	Allows users to collect and manage documents associated with an application.
Third Parties	Applicable to auto and property policies. Allows users to collect and manage information describing other parties who have an interest in insured property. Examples include a loss payee for an automobile loan or a mortgagee on real property.

For more information on other Insurance policy views, see Managing Auto PoliciesManaging Life and Annuity Policies, Managing Property Policies and Managing PUL Policies