Company Signs a New Agent
An healthcare company signs a new agent. A licensing and contracting coordinator for the company receives an interoffice mail containing the required paperwork. She enters the agent’s contact, license, appointment, and contract information into Siebel Healthcare.
Six months later, the agent moves to a new office. He forwards his new address and phone number to the sales representative who is his main contact at the healthcare company. The sales representative locates the agent inSiebel Healthcare and updates his address and phone number.