Siebel eService Administration Guide Addendum for Industry Applications > Siebel Insurance eService > Features in User Interface for Siebel Insurance eService >

Personal Policies List


A personal policy is a contract of insurance with an individual, and not a group. Examples of personal policies are personal life insurance policies and individual health insurance policies. All contacts listed on a policy, both primary insureds and others, can see the policy.

In the Personal Policies / Quotes applet, members can perform the following tasks:

  • Check the insureds on their policies.
  • View the coverage details of their policies.
  • Search for and view the profiles of care providers.
  • Change primary care providers.
  • Check the status of service requests.
  • Submit service requests.
  • Find the current cash value of their life insurance policies.
  • Submit requests for withdrawals from their life insurance policies.
  • View and request loans against their life insurance policies.
  • View and request financial transfers relating to their life insurance policies.
  • View driver and vehicle information.
  • Report a claim.
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