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Siebel eService Administration Guide Addendum for Industry Applications > Administering Siebel Insurance eService > Siebel Insurance eService User Interface Features >
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
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Siebel eService Administration Guide Addendum for Industry Applications, Version 7.5, Rev. A Published: 18 April 2003 |