Siebel Insurance Guide > Managing Life and Annuity Policies >

Adding a Beneficiary

End users can add or make changes to policy beneficiaries.

To add a beneficiary

1. Navigate to the Life & Annuities screen.
2. In the Policies/Quotes list, drill down on a policy.
3. Click the Beneficiaries view tab and review the three view links:
   • Beneficiary Class. To add or change classes of individuals, such as all my children.
   • Individual Beneficiary. To add or change beneficiaries.
   • Organizations. To add or change organizations.
4. Click the appropriate view link.
5. In the Coverage Component list, select the desired record.
6. Scroll down to the lower list, add a record and complete the necessary fields.