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Assigning Claims to a Partner

Claims management is a key part of an insurance carrier's dealings with its customers. Siebel Agent Portal allows your partner agencies to capture notice-of-loss information, to view claim information and activities, and to link claims to customer and policy information in similar ways as your employees would using Siebel Insurance.

Your call center can enter claims from customers. You can use call center to assign the claims to agents at partner companies and you can refer them to partner agencies, whose agents would contact the customers.

Agents, call center representatives, and mobile claims adjusters from your partner agencies can use Siebel Agent Portal to work directly with your customers, and you can use the Partner Manager to view the information they have entered.

You can assign claims to partner agents just as you would assign claims to your own employees, either manually or using Siebel Assignment Manager to create rules that automatically assign claims to partner agents. You can use Siebel Assignment manager to set up rules for assigning opportunities based on territory, availability, and many other factors. For more information about claims, see Siebel Insurance Guide. For more information about Siebel Assignment Manager, see Siebel Assignment Manager Administration Guide.

To assign claims to a partner employee manually

1. Navigate to the Claims screen.
2. From the Show list, choose All Claims.
3. In the Claims list, select the claim you want to assign to the partner.
4. In the More Info form, click the Multiple Select button for the Team Field.

   The Sales Team Members dialog box appears.

5. In the Sales Team Members dialog box, click New to add a new record to the list.
6. Select the partner employee you want to assign the opportunity, and click OK.
7. Click OK.

The partner employee is added to the Team list. This partner employee can now view this claim in the My Claims view of Agent Portal.