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Siebel eInsurance Guide > Group Policies > End-User Procedures >

Adding Eligible Members

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After a customer accepts a group policy plan, end users can add or make changes to eligible members. Eligible members can accept or decline group policy coverages. Members who accept coverage can be enrolled in the plan.

To add an eligible member

Navigate to the Group Policies screen.
In the Policies/Quotes list, select a policy.
Click the Eligible Members view tab.
In the Primary Members list, add a record.
In the Add Members dialog box, select an existing record, or add a record and complete the necessary fields.

NOTE:  During implementation, you will import the eligible members from the final census.

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