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Broker Profile

The Broker Profile tab represents any insurance broker who sells or services insurance products. Every year, the channel manager usually meets with each broker and creates a new broker profile for the year. The broker profile captures demographic information about a broker for a particular year.

The Broker Profile pages in Oracle CRM On Demand enable you to capture demographic information about the partner, such as the broker name, address, phone numbers, fax number, Web site, revenue, description of business, and so on. The broker profile is a child of the partner. For more information about partners, see Partners.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.