Bookshelf v7.5: Introduction

This guide is intended for insurance organizations so that they can manage, automate, and coordinate customer processes. The procedures detailed in this guide are intended to help administrators set up and maintain Siebel eInsurance.

This guide will be useful primarily to people whose titles or job descriptions match one of the following:


Call Center Representatives	Persons responsible for customer service.
Call Center Administrators	Persons responsible for setting up and maintaining a call center; duties include designing and managing Computer Telephony Integration (CTI), SmartScripts, and message broadcasts.
Database Administrators	Persons who administer the database system, including data loading; system monitoring, backup, and recovery; space allocation and sizing; and user account management.
Marketing Administrators	Persons responsible for setting up and maintaining a marketing department; duties include designing and managing campaigns, product marketing information, and product distribution lists.
Sales Representatives	End users of the Siebel application, who may connect to the network through a dedicated or mobile connection.
Siebel Application Administrators	Persons responsible for planning, setting up, and maintaining Siebel applications.
Siebel Application Developers	Persons who plan, implement, and configure Siebel applications, possibly adding new functionality.
Siebel System Administrators	Persons responsible for the whole system, including installing, maintaining, and upgrading Siebel applications.
Trainers	Persons responsible for training end users of the Siebel eInsurance application.

Siebel eInsurance Guide provides detailed descriptions of Siebel eInsurance. Siebel eInsurance is targeted at insurance organizations; therefore, industry-specific terminology is used throughout. Readers should have a general understanding of the insurance industry and its terminology.