Siebel Insurance Guide > Claims >

Associating Contacts with Losses

To associate a contact with a loss, end users link the loss to a contact.

To associate a contact with a loss

1. Navigate to the Claims screen.
2. In the Claims list, drill down on the desired claim.
3. Click the Contacts view tab.
4. In the Contacts list, add a record
5. In the Add Contacts dialog box, do one of the following:
   • Select a record and click OK.
   • Click New to add a new record and complete the necessary fields.
6. Scroll down to the Contact form and complete the necessary fields.
7. Repeat Step 4 through Step 6 for each contact you want to add to the claim.