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Siebel eInsurance Functionality and Modules
Renaming Siebel Account Objects
Adding Products and Product Lines
Sales Representative Creates New Opportunity
Adding an Opportunity as an Administrator
Configuring Persistent Filters
Creating an Opportunity from an Application
Sales Representative Tracks Company Information
Sales Representative Collects Census Data
Managing Competitor Information
Verifying Coverage Team Members
Managing the Custom-Defined Relationship Types LOV
Generating Company Hierarchies for Data Aggregation
Viewing Company Hierarchies in Roll-up Views
Creating Assessments for a Company
Associating Applications with a Company
Associating a Service Request with a Company
Managing a Company Coverage Team
Viewing a Company Relationship Hierarchy
Sales Representative Adds a New Contact
Creating a Customer Value Assessment
Viewing a Contact Relationship Hierarchy
Creating and Using a Book of Clients
Adding a Contact to a Household
Viewing a Household Relationship Hierarchy
Viewing and Evaluating Household Portfolios
Activating the Auto Call Report Workflow
Associating Action Items, Notes, and Attachments
Emailing and Printing a Call Report
Defining a Group Pension Product
Administering Group Pension Plans
Adding Auto Coverages and Coverage Values
Adding Underwriting Information
Adding Vehicles or Drivers to Policies
Setting Up Siebel eInsurance eService Claims Center Locators
Creating a First Notice of Loss
Associating a Contact with a Loss
Recording Insured and Adverse Claimant Property Details
Tracking Appraisal Information
Tracking Police and Fire Reports
Managing a Loss Using Claim Elements
Life & Annuity Policies Sample Tasks
Defining a Life or Annuity Insurance Product
Defining Life or Annuity Insurance Coverages
Administering Assessment Templates
Adding Underwriting Information
Ordering an Underwriting Report
Submitting a Loan or Transfer Request
Submitting a Withdrawal or Surrender Request
Viewing Value History Information
Adding Products and Product Lines
Defining Activity Plan Templates
Adding Census Information in the Group Policies Screen
Designing Plans for Group Policies
Reconfiguring Customizable Products in Plan Design
Managing Underwriting Information
Adding Information Associated with a Agent
Property Policies Sample Tasks
Adding Property Coverages and Coverage Limits
Adding Underwriting Information
Querying for Property Underwriting Information
Adding Scheduled Personal Property
Additional Property Policies Views
Creating a Billing Account Record
Associating Billing Accounts with Other Records
Siebel eInsurance Integration Messages
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Siebel eInsurance Guide Published: 04 June 2003 |