Siebel eHealthcare Guide >

Partners and Agents

Siebel eHealthcare allows you to manage partners and agencies. Partners include service providers, aggregators, and insurance agencies. Agencies are organizations that act on behalf of insurance companies to sell insurance policies. Agents and brokers are the licensed sales representatives who sell the insurance policies. For many insurance companies, agencies are often the most important type of partner.

Tracking partner information is important since for many healthcare companies, partners such as banks, agencies, and brokerages often function as a primary revenue channel.

NOTE:  Adding partners on the Partner screen only allows you to track and monitor partner information. If you want to share data with a partner, the partner should be upgraded to a Siebel Organization. To perform this and other Partner administration tasks, you use the Partners Administration screen. For more information, see Siebel Partner Relationship Management Administration Guide.

End users use the Agents screen for healthcare-related procedures such as:

NOTE:  Under the Party Model, where contacts include all persons, individuals added in the Agents business component are also members of the Contacts business component. Agents are a special subset of contacts who are engaged in the sales of Financial Services products.


 Siebel eHealthcare Guide 
 Published: 04 June 2003