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Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications > Siebel Agent Portal > Managing Your Partners >
Added Views in 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 eInsurance Partner Manager includes the following views:
- Contracts
- Errors and Omissions
- Licenses and Appointments
Entering Contracts
The agency (partner company) contracts to sell the policies of the insurance carrier for a certain time and for a certain commission on each sale. You can use the Contracts view to enter and track this information.
To enter a new contract
- Navigate to the Partners view.
- In the Partners list, select the record for the Agency whose new contract you want to enter.
- Click the Contracts view tab.
The Contracts view appears, with a list of the agency's past contracts.
- In the Contracts list, click New, and enter the following information in the fields of the new record.
Entering Errors and Omissions Insurance Information
When agents and agencies work with an insurance carrier, they are required to have their own insurance coverage for any liability they may incur as a result of malpractice. This insurance is called Errors and Omissions insurance and is meant to protect the insurance carrier from the risk of working with partners.
Errors and Omissions insurance is generally issued by another insurance company. The agency provides information about its Errors and Omissions insurance to the insurance carrier when it starts to sell for them. The insurance carrier uses the Errors and Omissions view of the partner screen to track this information.
To enter errors and omissions insurance information
- Navigate to the Partners view.
- In the Partners list, select the record for the Agency whose errors and omissions insurance information you want to enter.
- Click the Errors and Omissions view tab.
- In the Errors and Omissions list, click New, and enter the following information in the fields of the new record.
Entering Licenses and Appointments
Brokerage companies and their brokers are required to have licenses issued by the National Association of Securities Dealers (NASD) for their brokerage activities in each state and in each product line. The insurance carrier appoints the agency or the agent to sell specific product lines they are licensed for in states where they are licensed to sell.
The insurance carrier can use the Licenses and Appointments screen to track this information and to make sure they appoint agencies that are properly licensed to sell specific products in specific locations.
For example, an agency may have the licenses from NASD for automobile insurance and for the states of New York, New Jersey, and Connecticut. The insurance carrier might appoint this agency to sell automobile insurance in New York state. The licenses and appointment view will show the information about both the agency's licences and its appointments.
To enter licenses and appointments
- Navigate to the Partners view.
- In the Partners list, select the record for the Agency whose license and appointment information you want to enter.
- Click the Licenses and Appointments view tab.
- In the Licenses and Appointments list, click New, and enter the following information in the fields of the new record.
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Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications Published: 18 April 2003 |