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Features in Siebel Insurance eService User Interface

This section describes the user interface features that are available in Siebel Insurance eService. For the administrative tasks you will need to perform to set up the Web site, see Administrative Tasks for Siebel Insurance eService.

Siebel Insurance eService includes the following user interface features.

Home Page

When a customer first opens the Siebel Insurance eService Web site, the Home page that appears includes a login applet. If you decide to implement roles, customers who have been assigned different roles will see different applets after they log in.

The Salutation applet greets each customer with personalized phrasing and targeted information. Customers can view and access their personal policies, their group benefits, and frequently asked questions (FAQs). With the Search applet here and on most screens, customers can perform full text searches of database records to resolve service issues on their own.

Literature Page

From the Literature page, users can search for and use insurance related literature such as pamphlets and brochures.

A form must meet the following requirements to be displayed in the Literature view or to be a result of a search using the Find Form applet:

• It must reside in the Siebel file system.
• Its record in the Literature table must have an Internal field value of FALSE, thus allowing external publication.
• Its record in the Literature table must have a Literature Type field value of Self-Service Form.

It must be associated with the organization to which the Web site visitor is associated, that is, the organization of the proxy employee through which the user gets data visibility.

eEvents Page

Customers can view information about future events such as health-related seminars on the eEvents page.

Personal Policies List

A personal policy is a contract of insurance with an individual, as opposed to a group. Examples are your personal life insurance policy or your individual health insurance policy. A policy is visible to all contacts listed on the policy, both primary insureds and others.

From the Personal Policy/Quotes list, members can:

• Check the insureds on their policies
• View coverage details of their policies
• View primary care provider profiles
• Search for and view profiles of care providers
• Change primary care providers
• Check the status of service requests
• Find the current cash value of their life insurance policies
• Submit requests for withdrawals from their life insurance policies
• View and request loans against their life insurance policies
• View and request financial transfers relating to their life insurance policies
• Submit service requests
• View driver and vehicle information
• Report a claim

Group Benefits List

A group policy is a contract with a group to provide insurance to its members. Usually the group is an employer and the members are its employees. Once a group policy is established, employees can opt to be covered by the policy by enrolling. Once enrolled, the employees are commonly known as members.

Types of group insurance include group health insurance, group life insurance, and others. Group insurance is often offered to employees through an employer group, so group benefits is often used interchangeably with group insurance.

Members can perform the following tasks with their group policies:

• Check the members on their policies
• View eligibility and benefits information
• View primary care provider profiles
• Search for and view profiles of care providers
• Change primary care providers
• Check the status of service requests
• Submit service requests

NOTE:  A policy is visible to all contacts listed on the policy, both primary insureds and others. An exception to this is when a person is a primary member of a group policy but is not an insured member. This person cannot see the policy.

Claims List

Customers can check the status of existing claims and report new claims from a Siebel Insurance eService Web site. Claims are reported and viewed by clicking the View Claims and Claim Payments hyperlink.

Service Requests

Customers can submit service requests, check the status of existing service requests, submit a customer satisfaction survey, and view frequently asked questions.

Contact Us Hyperlink

Customers can send messages to service agents.

My Profile Hyperlink

Customers can edit contact information and passwords by clicking the My Profile hyperlink.