Siebel Insurance Guide > Managing Property Policies >

Setting Up Payment Plans

End users can set up payment plans, including details about payment methods, for property insurance policies.

To set up a payment plan for a property policy

1. Navigate to the Property Policies screen.
2. In the Policies/Quotes list, drill down on the policy.
3. Click the Payment Plans view tab.
4. In the Payment Plans list, add a record and complete the necessary fields.