Underwriting Overview

Use the Underwriting module to create submissions, track and manage quotes, develop rates (both manual and experience), issue proposals, and perform underwriting analysis.

Note: The underwriting module can be heavily customized to reflect your particular business needs. The module documentation describes a standard configuration.

Access the module by clicking the Menu button and choosing Underwriting from the Applications list.

Note: Where the Underwriting module appears in the Application list depends on how your ESL Office installation is configured. If you cannot see the module, contact your ESL Office administrator to make sure you have permission to access the module.

Underwriting Processes