Table 8. Siebel eInsurance Reports
Report Name and Description
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Navigation Path
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Report Selection
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Client Summary
Displays all insurance policy information for the current contact including the policy effective date, policy number, premium amount, product, and rate plan.
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Contacts > My Contacts
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Client Summary
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FINS Call Report Detail
Displays call report details, participating contacts and employees, action items, and notes of a single call report.
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Call Reports > My Call Reports
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Detail
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FINS Call Report Summary
Displays the company profile of commercial banking clients including a corporate summary, financial profile, subsidiaries, contacts, and activities.
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Call Reports > My Call Reports
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Summary
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FINS Contact Profile
Displays contact profile information such as name, address, date of birth, interests, experience, and activities.
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Contacts > My Contacts
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Profile
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FINS Life Policy - By City
Displays lists of life policies, grouped by city, with information such as premiums, effective dates, and insured amount.
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Life and Annuities > My Policies/Quotes
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By City
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FINS Life Policy - By Sales Rep
Displays lists of life policies, grouped by sales representative, with information such as premiums, effective dates, and insured amount.
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Life and Annuities > My Policies/Quote
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By Sales Rep
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FINS Life Quotes - BY Source
Displays lists of life policies, grouped by referral source, with information such as premiums, effective dates, and insured amount.
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Life and Annuities > My Policies/Quote
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By Source
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FINS Teller Branch Override Transaction Report
Displays lists of override transactions at a branch.
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Site Map > Branch Services Administration > My Branches > Transactions view tab
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Override Transactions
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FINS Teller Customer Large Currency Transaction Report
Displays lists of large currency transactions at a branch.
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Site Map > Branch Services Administration > My Branches, click the Transactions view tab
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Customer Large Currency Transactions
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INS Auto Policy Application
A sample automobile insurance application.
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Auto Policies > My Policies/Quotes
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Auto Policy Application
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INS Auto Policy Binder
A sample automobile policy binder.
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Auto Policies > My Policies/Quotes
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Auto Policy Binder
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INS Auto Policy Change Request
A sample automobile insurance policy change request.
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Auto Policies > My Policies/Quotes
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Auto Policy Change Request
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INS Auto Policy Memorandum
A sample auto memorandum of insurance.
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Auto Policies > My Policies/Quotes
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Auto Policy Memorandum
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INS Auto Policy Receipt of Payment
A sample auto insurance receipt of payment.
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Auto Policies > My Policies/Quotes
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Receipt of Payment
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Opportunities - By Product Line
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Opportunities > My Opportunities
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By Product Line
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