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Business Scenario

This scenario features sample tasks performed by a claims representative. Your company may follow a different workflow according to its business requirements.

A claims representative for a property insurance company is on the phone with a policy holder whose home was burglarized. To report this first notice of loss, the representative opens a claims file in Siebel eInsurance by navigating to the Claims screen and creating a new Claims record. He enters the loss date and selects a Policy effective at the time of loss. The representative then moves on to the Loss Description view to capture additional details about the burglary.

Next, he creates a detailed list of the lost insured items in the Insured Property view. Then, he uses Police And Fire Reports view to initiate an order for a policy report on the burglary. Because heirloom jewelry was among the property that was stolen, he goes to the Appraisals view to document the value of the stolen property. Finally, he documents the coverages for the lost items.

During the next few weeks, he uses other views to track the adjustment process, including reserving and recoveries (subrogation or salvage). After the claim is settled, he adds payment details.

In this scenario, end users are claims representatives. They enter information to:


 Siebel eInsurance Guide 
 Published: 04 June 2003