Siebel eInsurance Guide > Group Policies >

Business Scenario

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

In this scenario, a licensed sales representative for an insurance company is on the phone with an insurance agent. The insurance agent has called on behalf of a prospective customer who wants to offer insurance to its employees at group rates.

In Siebel eInsurance, the sales representative adds a policy record for the company, which automatically assigns a unique policy number to the company. Then he adds census information for the company, sets up employee classes, and adds a plan design by adding (or configuring) products for the policy. The plan design information and census data can be sent to the insurance company's rating engine to generate a quote for this policy.

Next, he uses a template to generate a proposal, which he then sends to the prospect.

Two weeks later, he receives an email message from the agent indicating that the prospect has called back and will probably purchase a policy, but requires a revised proposal. He selects a static group insurance plan (or creates a dynamic group insurance plan using Siebel eConfigurator) according to the needs of the prospect. Next, he schedules an activity as a reminder to return the call with the revised premium information.

The prospect accepts the revised proposal. Now the sales representative needs to complete the procedures necessary to issue a policy. This includes collecting information about group members and about billing and payment preferences. He follows the procedures implemented by his company to submit the policy for issuance and billing.


 Siebel eInsurance Guide 
 Published: 04 June 2003