Siebel Insurance Guide > Managing Claims >
Checking the Policy Validity and Coverage (End User)
When a call center agent receives a call about a claim, she must check that there is a valid policy associated with the claim and that there is appropriate coverage. This task is a step in Process of Managing Claims. To check policy validity
- Navigate to the Contacts screen.
- Search for the contact.
- Drill down on the contact.
- In the Summary view, select the appropriate policy.
- Drill down on the policy and check whether:
- The contact has a valid policy.
- The contact has the right sort of coverage for the claim, for example, for an auto policy, the right coverage for driver and vehicle.
- Claims are already associated with the policy.
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