Siebel eService Administration Guide Addendum for Industry Applications > Siebel eEnrollment for Financial Services > Using Siebel eEnrollment for Financial Services >

Enrolling for Insurance Coverage

When a customer logs in to Siebel eEnrollment for Financial Services, a list of policies that are currently available for enrollment appears. In a policy, the customer can select options for enrollment, such as vision, dental, and life insurance coverage, in addition to major medical.

Table 17 shows the products and options that customers can specify.

Adding Family Members to Enrollable Members List

Complete the procedure in this topic to add family members to the list of enrollable members.

To add a family member to the list of enrollable members

1. In the Enrollment applet of the Siebel eEnrollment Web site, click the Begin Enrollment hyperlink.
2. In the Family Members applet, click New.
3. In the Family Members form, complete the fields, and click Save.

Enrolling Family Members for Coverage

Before individuals can enroll themselves in policies for which they are eligible, the primary enrollee must be associated with a group policy that has a Status field of Enforce and a Sub Status field of Renewal. The value in the Sub Status field triggers the availability of the Siebel eEnrollment for Financial Services application for that policy.

In each organization, a person enters this information about individuals. In smaller organizations, this person is typically an owner or officer. In larger organizations, this person is typically a human resources representative.

To enroll a family member for coverage

1. In the Enrollment applet of the Siebel eEnrollment Web site, click the Begin Enrollment hyperlink.
2. In the Policies Available for Enrollment applet, select a policy.
3. Click the select button in the Last Name field.

   The list of enrollable members appears. For information about adding members to this list, see the other task in this topic.

4. Select a member to enroll.
5. If appropriate, select a primary care physician (PCP).
6. Click Save.