Siebel Insurance Guide > Managing Group Policies >
Adding Census Information in the Group Policies Screen
End users can add census information for companies that request a quote or proposal for a group insurance policy. To add census information, end users must:
- Add a policy in the Group Policies screen
- Add census information using the instructions in the To add census information procedure
- Associate the census with the policy using the instructions in the To associate a census with a policy procedure
Census data can also be automatically imported. See Importing Census Information. To add census information
- Navigate to the Group Policies screen.
- In the Policies/Quotes list, drill down on a policy.
- Click the Census view tab.
- In the Census list, from the view link list, select Segmented Census or Detailed Census.
- In the Census list, add a record and complete the necessary fields.
- For a Segmented Census:
- Scroll down to the Employee Count list.
- In the Employee Count list, add a record and complete the necessary fields.
- For a Detailed Census:
- Scroll down to the Employee List list.
- In the Employee List list, add a record and complete the necessary fields.
Associating a Census with a Policy
Use the procedure below to associate a census with a policy. To associate a census with a policy
- Navigate to the Group Policies screen.
- In the Policies/Quotes list, select a policy.
- In the Policy Census field of the Policies/Quotes form, click the select button.
The Pick Group Census dialog box appears, showing each census available for that policy.
- In the Pick Group Census dialog box, select a census and click OK.
|