Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications > Siebel Agent Portal > Managing Your Partners >

The Added Agents Screen

In addition to the Partners screen, which lets you work with information about partner companies, Siebel eInsurance Partner Manager has an Agents screen, which lets you work with information about partner employees.

Some of the screen's views are used to enter and track new information about agents. Other views are used to display information about agents that was entered in other screens.

The Agents screen includes the following views:

• Contracts. Allows you to enter information about your contracts with the agent and to view this information.
• Licenses and Appointments. Allows you to enter information about whether the agent's license is valid and to view this information.
• Errors and Omissions. Allows you to enter information about the errors and omissions insurance of that agent.
• NASD Registration. Allows you to enter information about the agent's NASD registration status and to view this information.
• Policies/Quotes. Allows you view information about the agent's policies and quotes. Agents enter this information in the Group Policies and Personal Policies screen of the Agent Portal, and you can view it here.
• Activities. Allows you to enter and track information about activities you will perform with the agent, such as planned meetings or phone calls. You can enter new activities in this view. The view also displays activities for the agent that were entered in other screens.
• Notes. Allows you to enter free-form notes about the agent and to view this information.
• Service Requests. Allows you to enter and track information about the agent's service requests. You can enter new service requests in this view. The view also displays activities for the agent that were entered in the Service screen.