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Siebel eInsurance Guide > Life & Annuities > End-User Procedures >

Adding a Beneficiary

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End users can add or make changes to policy beneficiaries.

To add a beneficiary

Navigate to the Life & Annuities screen.
In the Policies/Annuities list, select a policy.
Click the Coverage Beneficiaries view tab and scroll down to see the following lists:
Coverage Components. To view coverage components for the selected policy.
Individual Beneficiary. To add or change beneficiaries.
Organizations. To add or change organizations.
Beneficiary Class. To add or change classes of individuals, such as All My Children.
In the appropriate list, add a record and complete the necessary fields.

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