Siebel eHealthcare Guide > Companies > Business Scenarios >

Sales Representative Collects Census Data

A licensed sales representative for an insurance company is on the phone with a prospective customer who requests a quote for group insurance. In this case, the prospective customer is an insurance agent who calls on behalf of a large company that wants to offer insurance at group rates to its employees.

After the sales representative gathers information from the agent, he adds a policy record in the Group Policies screen. Then, he goes to the Census view to collect segmented and detailed census data in preparation for generating a policy proposal.

As he works with the agent, he navigates to a variety of views. He accesses the Plan Design view to specify the group plan design and the Proposals view to generate proposals. For more information on group policies, see Group Policies.


 Siebel eHealthcare Guide 
 Published: 04 June 2003