Manage sales partner and alliance master data

Trigger: A new sales partner onboarding request or a notification of change to an existing partner profile initiates the data management process.

1. Receive request to add or modify partner information
2. Verify partner credentials, state licensing, and background requirements
3. Input or update profile, banking, and commission schedule data
4. Map partner hierarchies and territory assignments
5. Validate data integrity and approve system changes
6. Synchronize master data across policy, quoting, and billing systems

Outcome: The master data system reflects accurate, verified, and compliant partner records that successfully synchronize with policy administration and commission systems.