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Siebel eInsurance Guide > Companies > End-User Procedures >

Managing a Company Coverage Team

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A coverage team is the group of employees that are assigned to manage the relationship with a given company. The coverage team for a company is defined as all users who have access to the company in the My Companies view.

NOTE:  Similar coverage team functionality is also available for contacts. You can use the Contact Coverage Team view (Contacts > Coverage Team) to manage the contact coverage team.

End users can use the company coverage team functionality available in Siebel eInsurance to:

Record and display employees covering a company within a single company record
Specify and review the nature of the employee's relationship with each covered company, defined as the Coverage Role and Attributes list

To add a member to a coverage team

Navigate to the Companies screen.
From the Show drop-down list, select My Companies.
In the Companies list, select a company.
Click the Coverage Team view tab.
In the Coverage Team list, add a record.
In the Add Employees dialog box, select an employee and click OK.
If known, select the employee's coverage role using the drop-down list in the Coverage Role field.

NOTE:  The Siebel administrator maintains the Coverage Role LOV in the List of Values screen under the Type field value type FINS_COVERAGE_ROLE_TYPE. To access the List of Values screen select View > Site Map > Application Administration > List of Values.

If desired, use the Categories and Securities list to select values defining the coverage relationship between the employee and the company; you can select one or more attributes.

The application adds the employee to the coverage team with a defined relationship. The company will appear in the employee's My Companies view.

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