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Siebel eHealthcare Guide > Partners and Agents > End-User Procedures >

Adding Information Associated with a Agent

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Using the view tabs on the Agents screen, you can track additional information related to agents including information about contracts, licenses and appointments, errors and omissions, National Association of Securities Dealers (NASD) registration, and policies and quotes.

To add additional information about an agent

Navigate to the Agents screen.
In the Agents list, select an agent and click the appropriate view tab from the following list:
Contracts. To add information about the agent's contracts.
Licenses and Appointments. To add information about licenses the agent holds.
Errors and Omissions. To add information about the agent's errors and omissions.
Registration. To add information about the agent's registration status.
Policies/Quotes. To view policies and quotes for the agent you selected.
In the selected view list, add a record and complete the necessary fields.

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