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

Setting Up a Payment Plan

End users can set up payment plans and payment method details for life insurance and annuity policies.

To set up a payment plan

  1. Navigate to the Life & Annuities screen.
  2. In the Policies/Annuities list, select a policy.
  3. Click the Payment Plans view tab.
  4. In the Payment Plans list, add a record and complete the necessary fields.

    5. NOTE:  The payment method you choose determines the type of list that appears. For example, if you select Electronic Funds Transfer as a payment method, the Payroll Deduction Plan/Electronic Funds Transfer Details form appears after you save the record.

To add a bill-to address

  1. Navigate to the Life & Annuities screen.
  2. In the Policies/Annuities list, select a policy.
  3. Click the Bill To view tab.
  4. In the Pay Plans list, select a payment plan or click New and complete the fields.
  5. Scroll down to the Bill To Address form.
  6. In the Last Name field, click the select button.
  7. In the Pick Contact dialog box, select a name and click OK.


 Siebel eInsurance Guide 
 Published: 04 June 2003