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Siebel eInsurance Guide > Life & Annuities > End-User Procedures >
Submitting a Loan or Transfer Request
End users can submit requests for loans or a transfer of funds.
To submit a loan request
- Navigate to the Life & Annuities screen.
- In the Policies/Annuities list, select a policy.
- Click the Loans view tab.
- In the Loans list, add a record and complete the necessary fields.
- Follow the procedures defined by your company to submit requests for loans.
To submit a transfer request
- Navigate to the Life & Annuities screen.
- In the Policies/Annuities list, select a policy.
- Click the Transfers view tab.
- In the Transfers list, add a record and complete the necessary fields
- Follow the procedures defined by your company to submit requests for transfers.
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Siebel eInsurance Guide Published: 04 June 2003 |