Siebel Healthcare Guide > Individual Health Policies >

Providing Individual Health Policy Quotes

In Siebel Healthcare, a quote is a policy that has not been issued. End users can provide a quote for a new policy or make changes to an existing quote. The following procedure shows how to provide a quote for a new policy. The Individual Health Policies screen captures the information necessary to generate a quote. If a plan has predefined rates for individuals, Siebel Healthcare can access this information in two ways:

• Using Siebel Pricer. For information, see Siebel Pricing Administration Guide.
• Using an external table that your company has integrated with Siebel Healthcare.

To provide a quote

1. Navigate to the Individual Health Policies screen.
2. In the Individual Health Policies list, add a record and complete the necessary fields.
3. To add a new applicant:
   1. Click the Applicants view tab.
   2. Scroll down to the Applicants form and add a record.
   3. In the Add Applicants dialog box, select an existing applicant or click New to add a new applicant.

      If you select an existing contact who is not a member, the Coordination of Benefits field will not be hyperlinked to the Members and then the Applicants view.

   4. Repeat Step 3 for each new applicant that you want to add to this quote.
4. To select an existing contact:
   1. Click the Applicants view tab.
   2. Scroll down to the Applicants form and click the Show More button.
   3. In the Applicants form, add a record.
   4. In the Add Applicants dialog box, select a record and click OK.

      NOTE:  If you select an existing contact who is not a member, the Coordination of Benefits field will not be hyperlinked to the Members and then the Applicants view.

   5. To specify a contact as a member, select the Members check box.

      After you save the record, the Coordination of Benefits value is hyperlinked to the Members then Applicants view.

   6. If you plan to add records to the Coordination of Benefits field, select the Coordination of Benefits check box.

      After you save the record, the Coordination of Benefits field changes to Yes.

   7. Repeat Step 4 for each existing contact that you want to add to this quote.

      NOTE:  For information about Coordination of Benefits, see Adding Additional Benefits Coverage for Members.

5. In the Applicants list, select the record for the primary applicant for this quote and click the Primary field.

   A check mark appears, indicating that this applicant is the primary applicant.

   NOTE:  If you do not select the primary field for one of the applicants, you will not be able to successfully add a product in the Policy Coverages view.

6. Click the Policy Coverages view tab.
7. In the Policy Coverages product list, add a record and complete the necessary fields.
8. Repeat Step 6 and Step 7 for each product you would like to add for this applicant.

After end users generate the quote, the Primary field is automatically added. The quote for this applicant appears in the Premium Totals field in the Policy Coverages list.