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Siebel Insurance Guide > Managing Billing Accounts > Scenario for Billing AccountsThis scenario features sample tasks performed by an insurance agent. Your company might follow a different workflow according to its business requirements. An insurance agent creates a new billing account to manage the various policies held by one of her customers. First, she associates the policies and certain contacts with the billing account. In this context, a contact can be someone who is responsible for paying the bills associated with an account or someone associated with the billing account, such as the secondary insured on a policy. Later, the insurance agent receives a call from one of her contacts. The contact has a problem with his latest bill. The insurance agent logs a service request against the customer's billing account. |
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