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About Siebel eEnrollment for Financial Services

Siebel eEnrollment for Financial Services is a Web-based interface that allows group members to enroll themselves and family members in health coverage available under the health policy for their group.

Siebel eEnrollment for Financial Services provides the following self-service features to group members:

• Enrollment. Member status determines how new and current members are guided through an enrollment process. Current members can view existing coverage and elect to remain under current coverage, or they can change coverage options. Normally, group members can enroll for coverage only during designated enrollment periods, such as when they join the company or during open enrollment.
• Personal Profile Management. Group members can update information, such as a name, address, and telephone number for themselves, family members, or their broker.
• Provider search and assignment. Group members can search a directory of primary care physicians (PCPs) or physicians in their network. They can add a PCP to their coverage selections at the time of enrollment. They can perform PCP searches using criteria, such as specialty, language spoken, and location.
• Beneficiary designation. Group members can select 401k benefits and add beneficiaries.