Managing Your Partners

Several chapters of this book discuss many different ways of managing your partners. Siebel Insurance Partner Manager also includes the following features for managing your partners:

"Added Views in the Partner Screen"
"The Added Agents Screen"

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 Insurance 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.

Field	Comment
Contract #	Enter a unique identifying number for the contract.
Company	Click the Single Select button, and select the company on the brand-owner side that the partner has contracted with.
Start Date	Enter the date when the contract goes into effect.
End Date	Enter the date when the contract expires.
Commission Schedule	Use the drop-down pick list to select the commission schedule.
Contract Status	Use the pick list to select the contract status. Typical statuses might be pending, approved, and current.
Termination Date	If the contract is terminated before the end date, enter the termination date.
Termination Reason	If the contract is terminated before the end date, use the picklist to select the reason for termination. Typical reasons might be fraud, and no production.
Line of Business	Optionally, click the Single Select button and choose the agency's line of business.

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 might 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.

Field	Comment
Errors and Omissions	Enter a unique identifying number for the error and omissions insurance record.
Coverage Start Date	Enter the date when the coverage goes into effect.
Coverage End Date	Enter the date when the coverage expires.
Carrier	Click the Single Select button and select the insurance carrier that provides the errors and omissions insurance.

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 might 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 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.

Field	Comment
State	Select the state that the license applies to.
License Number	Enter the license number.
License Start Date	Enter the date when the license goes into effect.
License End Date	Enter the date when the license expires.
License Status	Use the pick list to select the license status. Typical statuses might be pending, approved, and current.
Resident	Select Y or N to specify whether the agency is a resident of the state this license applies to.
Line of Business	Click the Single Select button and choose the line of business that this license applies to. Typical examples might be Life Insurance, Health Insurance, and Automobile Insurance.
Appointments	Click the Single Select button and select the company that has the appointment.

The Added Agents Screen

In addition to the Partners screen, which lets you work with information about partner companies, Siebel Insurance Partner Manager has an Agents screen, which lets you work with information about partner employees.

Some of the screen's views are used to enter and track new information about agents. Other views are used to display information about agents that was entered in other screens.

The Agents screen includes the following views:

Contracts. Allows you to enter information about your contracts with the agent and to view this information.
Licenses and Appointments. Allows you to enter information about whether the agent's license is valid and to view this information.
Errors and Omissions. Allows you to enter information about the errors and omissions insurance of that agent.
NASD Registration. Allows you to enter information about the agent's NASD registration status and to view this information.
Policies/Quotes. Allows you view information about the agent's policies and quotes. Agents enter this information in the Group Policies and Personal Policies screen of the Agent Portal, and you can view it here.
Activities. Allows you to enter and track information about activities you perform with the agent, such as planned meetings or phone calls. You can enter new activities in this view. The view also displays activities for the agent that were entered in other screens.
Notes. Allows you to enter free-form notes about the agent and to view this information.
Service Requests. Allows you to enter and track information about the agent's service requests. You can enter new service requests in this view. The view also displays activities for the agent that were entered in the Service screen.