Siebel eService Administration Guide Addendum for Industry Applications > Siebel eEnrollment for Financial Services >

Home Page for Siebel eEnrollment for Financial Services

The home page is displayed to all users, before and after login. When the user first navigates to the Siebel eEnrollment application, the home page appears with a login applet. A customized home page appears after the user has logged in.

Enrolling for Insurance Coverage

When a customer logs in to Siebel eEnrollment, a list of policies that are currently available for enrollment appears. Within a policy there can be a number of options that can be selected for enrollment, such as vision, dental, and life insurance coverage in addition to major medical.

Table 17 describes the products and options that customers can specify.

The following procedures describe how to enroll for insurance coverage.

To add a family member to the list of enrollable members

1. Click the Home tab.
2. Click Begin Enrollment.

   The Policy screen appears.

3. In the Family Members list, click New.

   A blank form appears.

4. Complete the fields and click Save.

To enroll yourself or a family member for coverage

1. Click the Home tab.
2. Click Begin Enrollment.

   The Policy screen appears.

3. From the Policies Available for Enrollment list, select a policy.
4. Click Select in the Last Name field.

   The list of enrollable members appears. See To add a family member to the list of enrollable members for information about adding members to this list.

5. Select a member to enroll.
6. If desired, select a primary care physician (PCP).
7. Click Save.

Designating a Beneficiary

Some types of products, such as 401K accounts and life insurance policies, must have beneficiaries designated for them as part of the enrollment process.

To name a beneficiary

1. Click the Home tab.
2. Click Review Prior Coverage.

   The Prior Policy screen appears.

3. Click Enroll in the Member Selected Products applet for the product you want to enroll in.
4. Click New in the Enrollment Elections list.
5. Complete the fields and click Save.

   For more information about naming beneficiaries, see To enroll yourself or a family member for coverage.

6. Click Add in the Add Beneficiaries field for the member you are enrolling.
7. Click Enroll Beneficiary in the Beneficiaries applet.
8. Complete the fields.

   See To add a family member to the list of enrollable members for information about adding members to the list of people who can be named as beneficiaries.

   If multiple beneficiaries will share the proceeds, use the Percentage field to indicate the percentage of the proceeds that will go to this beneficiary. The total percentage of all beneficiaries must equal 100%.

9. Click Continue.

Administering Enrollees

Before individuals can enroll themselves in policies for which they are eligible, the primary enrollee must be associated with a group policy that has a Status of Enforce and a Sub Status of Renewal. The value in the Sub Status field is what triggers the availability of the Siebel eEnrollment application for that policy.

Within each organization, someone is designated to enter this information about individuals. In smaller organizations, this typically is an owner or officer. In larger organizations, this typically is a human resources representative.

Displaying Providers

A provider or contracted provider is a doctor who contracts with a health plan to provide care to its members. A provider can be designated as a primary care provider (PCP) for one or more products offered by the health plan. Typically, a member receives regular health maintenance from their primary provider and consults their primary provider before seeing specialists for a health problem.

Members can perform the following tasks:

• View profile information about providers
• Search for providers based on criteria they provide
• Change their primary care provider

Only providers in the database that are listed as contracted providers for a member's health product are included in the list of providers or in the provider search list for that product.

For information about managing providers, see .

NOTE:  There are two screens through which you can search for providers. By clicking Locate Nearby Providers on the Home Page screen, you can search for providers, but you cannot choose them as your primary care physician. You must follow the enrollment process to choose a provider as your primary care physician.