Siebel Insurance Guide > Managing Life and Annuity Policies >
Adding a Beneficiary
End users can add or make changes to policy beneficiaries. To add a beneficiary
- Navigate to the Life & Annuities screen.
- In the Policies/Quotes list, drill down on a policy.
- Click the Beneficiaries view tab and review the three view links:
- Beneficiary Class. To add or change classes of individuals, such as all my children.
- Individual Beneficiary. To add or change beneficiaries.
- Organizations. To add or change organizations.
- Click the appropriate view link.
- In the Coverage Component list, select the desired record.
- Scroll down to the lower list, add a record and complete the necessary fields.
|