Siebel Insurance Guide > Managing Life and Annuity Policies >
Setting Up Payment Plans
End users can set up payment plans and payment method details for life insurance and annuity policies. To set up a payment plan
- Navigate to the Life & Annuities screen.
- In the Policies/Quotes list, drill down on a policy.
- Click the Payment Plans view tab.
- In the Payment Plans list, add a record and complete the necessary fields.
NOTE: The payment method you choose determines the type of list that appears. For example, if you select Electronic Funds Transfer as a payment method, the Payroll Deduction Plan/Electronic Funds Transfer Details form appears after you save the record.
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