Siebel eHealthcare Guide > Partners and Agents > End-User Procedures >

Adding an Agent

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.

      4. NOTE:  Records in the Agents list contain a few of the most frequently-used Agents' fields. You can add text into additional fields, such as email address, in the More Info form. In addition, you can add or change the columns displayed in the list, by clicking the list's menu button and choosing Columns Displayed.


 Siebel eHealthcare Guide 
 Published: 04 June 2003