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Siebel eInsurance Guide > Life & Annuities > End-User Procedures >
Adding a Beneficiary
End users can add or make changes to policy beneficiaries.
To add a beneficiary
- Navigate to the Life & Annuities screen.
- In the Policies/Annuities list, select a policy.
- Click the Coverage Beneficiaries view tab and scroll down to see the following lists:
- Coverage Components. To view coverage components for the selected policy.
- Individual Beneficiary. To add or change beneficiaries.
- Organizations. To add or change organizations.
- Beneficiary Class. To add or change classes of individuals, such as All My Children.
- In the appropriate list, add a record and complete the necessary fields.
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Siebel eInsurance Guide Published: 04 June 2003 |