Policies > Underwriting

You are here: Client menu > POLICIES > Policies Summary > Policies > Underwriting

Policies > Underwriting

The underwriting tab displays the policy header in a blue color background. The last annotation associated with the policy and the Lines of Business display beneath the policy header.

To Complete the Underwriting Tab

On the Primary menu, click SEARCH.
Click the Details icon next to the client for which the policy will be completed.
On the Client menu, click POLICIES.
Click the Details icon next to the policy to complete. The underwriting tab is displayed.

On the navigation toolbar, the following options are available:

List: Provides a full list of all entry fields on required forms.
Print: Print associated forms. Right clicking Print will display the following navigation options:
e-Services: Opens the Carrier Interface screen to access policy details from the carrier site. (Additional log-ins set up on the Branch Employee file are necessary to access.)
Market Existing: Copies the forms and adds to marketing with the expiration date of the selected policy as the effective date for the new marketing submission.
Market New Line of Business: Adds a marketing record with the expiration date of the existing policy as the effective date of the marketing submission and brings up the Add Line of Business screen.
Print: Click this link to print the forms associated with the policy.
Service: Opens the servicing tab allowing a service option to be selected while maintaining this policy as the policy being serviced.
History: Move the marketing policy to history when the marketing policy is no longer active or needed.

To Navigate Through the Forms

The navigation tab found on the right side of the screen will contain all lines of business added for the policy. Base Requirements is the first item when a line of business is dependent on other forms. The dependent form will automatically be added to the Base Requirements.

To complete the application, click on the [+] beside the application to expand the view of the various applications. Click on the title of the application and the corresponding entry fields will display in the underwriting tab. The application is in sections and any section can be selected for completion. For more information see Working With Forms.