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Siebel eInsurance Guide > Life & Annuities > Administrator Procedures >

Administering Assessment Templates

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There are three types of assessment templates that are administered by sales administrators:

Rating
Reinstatement
Underwriting

Each template is a collection of questions designed to obtain information needed to rate, reinstate, or underwrite a policy. They are all administered in the Sales Assistant Administration screen's Sales Assessment Templates view. For more information, see Siebel Applications Administration Guide.

To administer an assessment template

From the application-level menu, choose View > Site Map > Siebel Assistant Administration > Sales Assessment Templates.
In the Assessment Templates list, add a record.
In the Type field, select Life & Annuity.
Complete the remaining fields.
In the Assessment Templates list, select an assessment template and scroll down to the Assessment Attributes list.
In the Assessment Attributes list, add a record and complete the necessary fields.
In the Name field, specify a question, such as "Have you used any form of nicotine products in the last 12 months?".
In the Attribute Values list, add a record and complete the necessary fields.
In the Value field, add a possible answer (such as Yes or No) to the question defined in the Assessment Attributes list.
In the Score field, add a numeric value that represents how important that answer is to the assessment.

NOTE:  You need to add one record for each potential answer to the question created in the Assessment Attributes list. For example, if a question requires a yes or no answer, you will need two Attribute Values records, one with a value of Yes and one with a value of No.

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