Siebel Insurance Guide > Managing Partners and Agencies >

Adding Agents

Agents are the licensed sales representatives who sell insurance policies. Adding an agent is the first step in managing procedures related to the agent.

To add an agent

1. Navigate to the Agents screen.
2. In the Agents list, add a record and complete the necessary fields.
   1. In the Partner field, click the select button.
   2. In the Partners dialog box, select a record and click OK, or click New to add a new partner.
   3. If adding a new partner, complete the fields.

      NOTE:  To add or change the columns displayed in the list, click the list's menu button and choose Columns Displayed.