This chapter is about working with life and annuity policies in Siebel Insurance. It includes the following topics:

• About Managing Life and Annuity Policies
• Scenario for Life and Annuity Policies
• Process of Managing Life and Annuity Policies
• Defining Life or Annuity Insurance Products
• Defining Life or Annuity Insurance Coverages
• Administering Assessment Templates
• Providing Life and Annuities Quotes
• Ordering Underwriting Reports
• Adding a Beneficiary
• Submitting Transaction Requests
• Viewing Value History Information
• Setting Up Payment Plans