Siebel eHealthcare Guide > Partners and Agents > Business Scenario >

Employee Adds a New Agency

In this scenario, an insurance company uses independent agencies as one of the channels for distribution of its insurance products. An employee for this insurance company needs to add a newly appointed agency to represent his company's products to consumers.

His company has verified the qualifications of the agency, so he adds information about the agent. Then, he adds a new Partners record and adds information about the agency's errors and omissions coverage.

Next, he navigates to the License & Appointments view to record information about the agency's license. Finally, he adds a contact with the agency.


 Siebel eHealthcare Guide 
 Published: 04 June 2003