
Siebel Navigation
Quiz by Nicole Talarico
Feel free to use or edit a copy
includes Teacher and Student dashboards
Measure skillsfrom any curriculum
Tag the questions with any skills you have. Your dashboard will track each student's mastery of each skill.
- edit the questions
- save a copy for later
- start a class game
- automatically assign follow-up activities based on students’ scores
- assign as homework
- share a link with colleagues
- print as a bubble sheet
- Q1
What is the wild card with Siebel?
wild
+
* (asterick)
%
30s - Q2
How many numbers are the group numbers in Siebel?
9 digits
8 digits
7 digits
5 digits
30s - Q3
Siebel is our contact management tool which contains all active and prospect groups. The groups demographic information can be found within Siebel.
falsetrueTrue or False30s - Q4
What is the correct way to exit out of Siebel?
Users enter free textType an Answer30s - Q5
How is a groups sales region determined?
The zip code of the groups physical address
The brokers physical address
The Account Consultant's Region
The group can select the region with the best rates.
30s - Q6
What is a groups legal entity name?
Users enter free textType an Answer30s - Q7
Within Siebel where can the group number, product information, financial arrangement and renewal month be found?
Product (sub tab)
Eligibility
Class List
iFacets group information
30s - Q8
The following information can be found in the attachments (sub tab): enrollment documents, benefit grids/summaries, rate sheets, group agreements.
truefalseTrue or False30s - Q9
All blue labels in Siebel are links to additional information
truefalseTrue or False30s - Q10
What does a red asterisk mean within Siebel?
Users enter free textType an Answer30s - Q11
Where does the groups eligibility information come from?
The eligibility information is updated every year using the annual group information form (AGIF)
The group tells us how many eligible employees they have through email or phone.
We look up the business and make an educated guess.
It carries over from year to year.
30s - Q12
Manual transactions move through a manual end to end process to accomplish the desired task. Manual transactions are used primarily to install and renew large group benefits.
truefalseTrue or False30s - Q13
Where do automated for the iFacets group get submitted?
Users enter free textType an Answer30s - Q14
Sales and Account Service are able to edit and update the broker information within Siebel.
falsetrueTrue or False30s - Q15
Group transactions are submitted through Siebel.
truefalseTrue or False30s