Siebel Insurance Guide > Managing Life and Annuity Policies > Process of Managing Life and Annuity Policies >

End-User Procedures

The following list shows tasks end users typically perform when managing life and annuity policies:

• Providing Life and Annuities Quotes
• Ordering Underwriting Reports
• Adding a Beneficiary
• Submitting Transaction Requests
• Viewing Value History Information
• Setting Up Payment Plans