Siebel Healthcare 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
- Navigate to the Agents screen.
- In the Agents list, add a record and complete the necessary fields.
- In the Partner field, click the select button.
- In the Partners dialog box, select a record and click OK, or click New to add a new partner.
- 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.
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