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Managing Company Coverage Teams

A coverage team is the group of employees that are assigned to manage the relationship with a given company. The coverage team for a company is defined as all users who have access to the company in the My Companies view.

NOTE:  Similar coverage team functionality is also available for contacts. You can use the Contact Coverage Team view (Contacts > Coverage Team) to manage the contact coverage team.

End users can use the company coverage team functionality available in Siebel Insurance to:

• Record and display employees covering a company within a single company record
• Specify and review the nature of the employee's relationship with each covered company, defined as the Coverage Role and Attributes list

To add a member to a coverage team

1. Navigate to the Companies screen > Companies List view.
2. In the Companies list, drill down on the desired company.
3. Click the Coverage Team view tab.
4. In the Coverage Team list, add a record.
5. In the Add Employees dialog box, select an employee and click OK.
6. If known, select the employee's coverage role using the drop-down list in the Coverage Role field.

   NOTE:  The Siebel administrator maintains the Coverage Role LOV in the List of Values screen under the Type field value type FINS_COVERAGE_ROLE_TYPE. To access the List of Values screen navigate to Site Map > Administration - Data > List of Values.

7. If desired, use the Categories and Securities list to select values defining the coverage relationship between the employee and the company; you can select one or more attributes.

   The application adds the employee to the coverage team with a defined relationship. The company will appear in the employee's My Companies view.