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Siebel Insurance Guide
What's New in This Release
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Overview of Siebel Insurance
Siebel Insurance Functionality and Modules
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Getting Started with Siebel Insurance
Renaming Siebel Account Objects
Configuring Lists of Values
Configuring Summary Views
Adding Products and Product Lines
About Command Center
Command Center Configuration & Administration
Process of Configuring the Command Center Action Form
Defining the Command Center Business Object
Defining the Command Center Actions
Selecting the Command Center Responsibilities
Example of Configuring the Command Center Action Applet
Creating Global Commands for the Command Line Applet
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Companies
About Company Hierarchies
Scenario for Managing Company Information
Administrator Procedures for Companies
Deleting Company Information
Managing Competitor Information
Verifying Coverage Team Members
Managing the Custom-Defined Relationship Types LOV
Generating Company Hierarchies for Data Aggregation
Default Company Hierarchies
Dynamic Company Hierarchies
End-User Procedures for Companies
Adding Companies and Investors
Viewing Company Hierarchies in Roll-Up Views
Creating Company Assessments
Adding Company Applications
Adding Company Service Requests
Managing Company Coverage Teams
Viewing Company Summaries
Viewing Company Relationship Hierarchies
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Contacts
Scenario for Adding a New Contact
Using Contacts
Managing Contact Information
Adding Contacts
Creating Categories for Contact Information
Creating Notes About Contacts
Managing Contact Referral Information
Creating Customer Assessments
Setting the Customer Value Icon
Viewing a Contact Summary
Viewing Contact Relationship Hierarchies
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Households
Scenario for Households in Siebel Financial Services
End-User Procedures for Households
Adding Households
Setting the Household Privacy Option
Associating Contacts with Households
Viewing Household Summaries
Using the Household Relationship Hierarchy
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Call Reports
Scenario for Call Reports
Administrator Procedures for Call Reports
Viewing Call Report Charts
Activating the New Call Report Workflow
Managing Call Report Templates
End-User Procedures for Call Reports
Adding Call Reports
Creating Call Report Distribution Lists
Associating Action Items, Notes, and Attachments with Call Reports
Setting the Call Report Privacy Flag
Emailing and Printing Call Reports
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Group Pensions
Scenario for Creating a Company 401K Plan
Group Pension Sample Tasks
Managing Group Pension Plans
Defining Group Pension Products
Defining Group Pension Plans
Administering Group Pension Plans
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Auto Policies
Scenario for Auto Policies
Administrator Procedures for Auto Policies
Adding Auto Coverages and Coverage Values
End-User Procedures for Auto Policies
Providing Quotes
Adding Discounts
Adding Vehicles or Drivers to Policies
Setting Up Payment Plans
Adding Underwriting Information
Ordering Underwriting Reports
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Claims
Scenario for Opening and Managing a Claim
Administrator Procedures for Claims
About Siebel Insurance eService Claims Center Locators
Setting up Siebel Insurance eService Claims Center Locators
End-User Procedures for Claims
Creating First Notices of Loss
Associating Contacts with Losses
Recording Insured and Adverse Claimant Property Details
Tracking Demands for Payment
Tracking Appraisal Information
Managing Recovery Information
Tracking Police and Fire Reports
Issuing a Settlement Payment
Managing Losses Using Claim Elements
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Life and Annuities
About Life & Annuities
Scenario for Life and Annuity Policies
Administrator Procedures for Life and Annuities
Defining Life or Annuity Insurance Products
Defining Life or Annuity Insurance Coverages
Administering Assessment Templates
End-User Procedures for Life and Annuities
Providing Life and Annuities Quotes
Ordering Underwriting Reports
Adding a Beneficiary
Submitting Transaction Requests
Viewing Value History Information
Setting Up Payment Plans
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Group Policies
Scenario for Group Policies
Administering Group Policies
Adding Group Insurance Products and Product Lines
Adding Group Insurance Rate Bands
Defining Activity Plan Templates for Group Policies
Defining Proposal Templates for Group Policies
End-User Procedures for Group Policies
Adding Group Policy Records
Importing Census Information
Adding Census Information in the Group Policies Screen
Adding Employee Classes for Group Policies
Designing Plans for Group Policies
How Enrollment Waiting Periods Affect the Start of Coverage
Reconfiguring Customizable Products in Plan Design
Generating Proposals for Group Policies
Managing Underwriting Information
Adding Eligible Members to Group Policies
Enrolling Members in Group Policies
Adding Beneficiaries to Group Policies
Setting Up Payment Plans for Group Policies
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Partners and Agents
Scenario for Working with Partners and Agents
End-User Procedures for Partners and Agents
Adding New Partners
Setting Up Siebel Insurance eService Partners Locators
Adding Agents
Adding Information Associated with an Agent
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Property Policies
Scenario for Property Policies
Administrator Procedures for Property Policies
Adding Property Types
Adding Property Coverages and Coverage Limits
End-User Procedures for Property Policies
Providing Quotes
Adding Underwriting Information
Querying for Property Underwriting Information
Ordering Underwriting Reports
Adding Scheduled Personal Property
Setting Up Payment Plans
Additional Property Policies Views
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PUL Policies
About PUL Policies
Scenario for PUL Policies
Providing PUL Policy Quotes
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Billing Accounts
Scenario for Billing Accounts
End-User Procedures for Billing Accounts
Creating Billing Account Records
Associating Billing Accounts with Other Records
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Integration
Siebel Insurance Integration Messages
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Siebel Insurance Reports
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