Scenario for Working with Partners and Agencies (Users)

These scenarios feature sample tasks performed by a health plan company employees. Your company might follow a different workflow according to its business requirements.

In these scenarios, the end users are company employees who manage information in the field. They enter information to:

• Create a partner

• Add a contact that represents an agency

• Add new agents

• View information about existing agents

• Track agent information about contracts, licenses, appointments, registration status, errors and omissions, policies, and quotes

• Create service requests or activities for agents