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Siebel Insurance Guide > Managing Partners and Agencies > About Partners and AgenciesSiebel Insurance allows you to manage partners and agencies.
Tracking partner information is important because for many insurance, partners such as banks, agencies, and brokerages often function as a primary revenue channel. NOTE: Adding partners on the Partners screen only allows you to track and monitor partner information. If you want to share data with a partner, the partner must be upgraded to a Siebel Organization. To perform this and other Partner administration tasks, you use the Administration -Partner screen. For more information, see Siebel Partner Relationship Management Administration Guide. End users use the Agents screen for insurance-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. |
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