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Differences in the Partner Portal and Partner Manager


About Siebel PRM describes the screens of the Siebel Partner Portal and the PRM-specific screens of the Siebel Partner Manager. There are a number of differences in the Agent Portal and Partner Manager for Financial Services.

Siebel Agent Portal

There are differences in the Agent Portal home page, and the Agent Portal has a number of screens that are not available in the Siebel Partner Portal. The differences in the home page and the additional screens are:

  • Home Page. The Siebel Agent Portal home page includes the following applets:
    • Salutation. Greets the user by name and gives the date.
    • My Tasks. Displays links to common tasks for the user's role.
    • Partner Alerts. Displays alerts that you have made available to this partner.
  • Call Reports. Incorporates the end-user functionality of the Call Reports screen of Siebel Insurance and Siebel Healthcare.
  • Claims. Incorporates the end-user functionality of the Claims screen of Siebel Insurance and Siebel Healthcare.
  • Group Policies. Incorporates the end-user functionality of the Group Policies screen of Siebel Insurance and Siebel Healthcare.
  • Households. Incorporates the end-user functionality of the Households screen of Siebel Insurance and Siebel Healthcare.
  • Personal Policies. Lists all Personal Policies, incorporating the end-user functionality of the following screens of Siebel Insurance and Siebel Healthcare: Auto Policies, Individual Health Policies, Life and Annuity, PUL Policies, Property Policies.

Siebel Insurance Partner Manager

Instead of the home page used in Siebel Partner Manager, the Siebel Insurance Partner Manager uses the same home page that is used by Siebel Finance, Healthcare, and Insurance.

In addition to the screens of Siebel Partner Manager, Siebel Insurance Partner Manager can include the following screens:

NOTE:  Except for the Agents screen, these must be licensed separately from the Partner Manager product.

  • Agents. Allows you to work with information about partner employees.
  • Auto Policies. Similar to the Auto Policies screen of Siebel Insurance.
  • Call Reports. Similar to the Call Reports screen of Siebel Insurance and Siebel Healthcare.
  • Claims. Similar to the Claims screen of Siebel Insurance and Siebel Healthcare.
  • Group Policies. Similar to the Group Policies screen of Siebel Insurance and Siebel Healthcare.
  • Households. Similar to the Households screen of Siebel Insurance and Siebel Healthcare.
  • Individual Health Policies. Similar to the Individual Health Policies screen of Siebel Insurance and Siebel Healthcare.
  • Life and Annuity. Similar to the Life and Annuity screen of Siebel Insurance.
  • PUL Policies. Similar to the PUL Policies screen of Siebel Insurance.
  • Property Policies. Similar to the Property Policies screen of Siebel Insurance.
Added Views of the Partner Screen

The Partner screen allows you to work with information about partner companies. In addition to the views that the Partner screen has in Siebel Partner Manager, the Partners screen of Siebel Insurance Partner Manager includes the following views:

  • Contracts
  • Errors and Omissions
  • Licenses and Appointments
Added Views of the Partner Operations Screen

The Partner Operations screen allows you to view all of a partner company's transactional data. In addition to the views that the Partner Operations screen has in Siebel Partner Manager, the Partners Operations screen of Siebel Insurance Partner Manager includes the following view:

  • Policies. Allows you to view all of the policies of a partner company.
The Agents Screen

In addition to the Partners screen of Siebel PRM, which lets you work with information about partner companies, Siebel Insurance Partner Manager includes an Agents screen, which lets you work with information about partner employees. The Agents screen includes the following views:

  • More Info
  • Contracts
  • Licenses and Appointments
  • Errors and Omissions
  • NASD Registration
  • Policies/Quotes
  • Activities
  • Notes
  • Service Requests
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