Making a Bulk Payment (End User)

Insurance companies usually have a relationship with vendors such as car rental companies where the insurance company can make one large payment in a particular period, for example, every two weeks, or every month. For such bulk payments, Siebel Insurance allows the adjuster to query all the payments for the vendor, sum the payments, and generate one payment for the vendor.

To use the bulk payment capability, the user must first set the relevant account for bulk payment.

This task is a step in Process of Managing Claims.

To set an account for bulk payment

1. Navigate to the Accounts screen

2. Drill down on an account.

3. Click the Profiles, then the Customer Profiles view tab.

4. In the Pricing and Purchasing Information section of the form, select the Bulk Pay check box.

   Bulk payment can now be used for the account.