UW Guidelines

In this topic we continue our discussion of the Coverage command located on the Tables Menu.

You can define the underwriting guidelines to be used in evaluating risk and exposure on the UW Guidelines tab. For example, if a guideline related to automobile coverage might specify that an individual's driving record is critical and must be reviewed thoroughly. Entries on the tab will be available in the AIM Underwriting Checklist dialog box.

  1. Click the UW Guidelines tab.
  2. Enter the underwriting guidelines that are related to the coverage in the UW Guidelines box.

Concept Link IconSee Also