Bookshelf Home | Contents | Index | Search | PDF

Siebel eHealthcare Guide > Individual Health Policies > Administrator Procedures >

Adding Products and Product Lines

---

As an administrator, you can add products to the Siebel database. This section describes the procedure for setting up products and product lines in general terms.

You can also specify that a product line is one that your company contracts agencies to sell, or that the state licenses agencies to sell, or both.

To add an insurance product

Set up the product class structure, including product class attributes.

For more information about adding product classes, see Applications Administration Guide.

Add the products to the Siebel database and associate them with the appropriate class.
In the Category field in the Products list, select Individual Health Insurance.
Include the product in a product line.

To specify product line type

From the application-level menu, choose View > Site Map > Application Administration > Product Lines.
In the Product Line list, select one or both of the following fields:
Contracting. To specify that the product line is one that your company contracts agencies to sell.

This product line will appear to end-users as a choice in the Lines of Business dialog box in the Partners screen > Contracts view tab.

Licensing. To specify that the product line is one that agencies can be granted a state license to sell.

This product line will appear to end-users as a choice in the Lines of Business dialog box in the Partners screen > Licenses & Appointments view tab.

A check box appears in the middle of the field.

To specify a product line as contracted or licensed, click the appropriate column.

For more information about adding products and product lines, see Product Administration Guide.

Bookshelf Home | Contents | Index | Search | PDF