Managing Life and Annuity Policies

This chapter is about working with life and annuity policies in Siebel Insurance. It includes the following topics:

• About Managing Life and Annuity Policies

• Scenario for Life and Annuity Policies

• Process of Managing Life and Annuity Policies

• Defining Life or Annuity Insurance Products

• Defining Life or Annuity Insurance Coverages

• Administering Assessment Templates

• Providing Life and Annuities Quotes

• Ordering Underwriting Reports

• Adding a Beneficiary

• Submitting Transaction Requests

• Viewing Value History Information

• Setting Up Payment Plans