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

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 19 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.