About Partners and Agencies

Siebel Healthcare allows you to manage partners and agencies.

• Partners include service providers, aggregators, and insurance agencies.

• Agencies are organizations that act on behalf of insurance companies to sell insurance policies. Agents and brokers are the licensed sales representatives who sell the insurance policies. For many insurance companies, agencies are often the most important type of partner.

Tracking partner information is important because for many healthcare companies, 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 healthcare-related procedures such as:

• Adding agents

• Viewing agent information

• Creating service requests or activities for agents

• Tracking information about contracts, licenses, appointments, registration, errors and omissions, policies, and quotes

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.