Siebel Insurance Guide > Managing Group Policies >
Setting Up Payment Plans for Group Policies
End users can set up payment plans, including details about payment methods, for group insurance policies. To set up a payment plan for a group policy
- Navigate to the Group Policies screen.
- In the Policies/Quotes list, drill down on the policy.
- Click the Payment Plans view tab.
- In the Pay Plans list, add a record and complete the necessary fields.
- Scroll down to the Payment Details form and update the statement information.
- In the Last Name field, click the select button.
- In the Pick Contact dialog box, select a name and click OK.
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