Company Signs a New Agent

An insurance 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 Insurance.

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 insurance company. The sales representative locates the agent in Siebel Insurance and updates his address and phone number.