Siebel Insurance Guide > Managing Life and Annuity Policies >
Administering Assessment Templates
There are three types of assessment templates that are administered by sales administrators:
- Rating
- Reinstatement
- Underwriting
Each template is a collection of questions designed to obtain information needed to rate, reinstate, or underwrite a policy. They are all administered in the Sales Assistant Administration screen's Sales Assessment Templates view. For more information, see Siebel Applications Administration Guide. To administer an assessment template
- Navigate to the Site Map, Administration - Data, and then Sales Assessment Templates.
- In the Assessment Templates list, add a record.
- In the Type field, select Life & Annuity.
- Complete the remaining fields.
- In the Assessment Attributes list, add a record and complete the necessary fields.
- In the Name field, specify a question, such as "Have you used any form of nicotine products in the last 12 months?".
- For each assessment attribute entered, in the Attribute Values list, add a record and complete the necessary fields.
- In the Value field, add a possible answer (such as Yes or No) to the question defined in the Assessment Attributes list.
- In the Score field, add a numeric value that represents how important that answer is to the assessment.
NOTE: You need to add one record for each potential answer to the question created in the Assessment Attributes list. For example, if a question requires a yes or no answer, you will need two Attribute Values records, one with a value of Yes and one with a value of No.
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