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Adding Eligible Members to Group Policies


After a customer accepts a group policy plan, end users can add or make changes to eligible members. Eligible members can accept or decline group policy coverages. Members who accept coverage can be enrolled in the plan.

To add an eligible member

  1. Navigate to the Group Policies screen.
  2. In the Policies/Quotes list, drill down on the policy.
  3. Click the Eligible Members view tab.
  4. In the Primary Members list, add a record.
  5. In the Add Members dialog box, select an existing record, or add a record and complete the necessary fields.

    NOTE:  During implementation, you will import the eligible members from the final census. For more information, see Importing Census Information.

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