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Insurance > Broker Profile > Broker Profile Fields
Broker Profile Fields
Use the Broker Profile Edit page to add a broker profile or update details for an existing broker profile. The Broker Profile Edit page shows the complete set of fields for a broker profile.
NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names of record types, fields, and options in lists. So, the information you see might differ from the standard information, described in this table.
The following table provides additional information regarding some fields.
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Field
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Description
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Demographic Information
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Broker Profile Name
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The name of the broker profile. To avoid duplicate records, make sure that you follow the naming conventions that your company has set up for abbreviations, capitalization, and so on.
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Partner
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The name of the broker who has this profile.
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Sub Channel
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The description of the broker coverage. The options include: Globals, Locals, Nationals, Regionals, and Wholesalers.
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Segmentation
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The description of the broker segmentation. The options include: Commercial, Growth, and Retail.
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Broker Profile Year
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The year during which a broker profile is valid.
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Phone Number
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The phone number of the broker.
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Fax Number
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The fax number for the broker.
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Website
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The URL address for the broker.
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Country
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The country in which the broker is based.
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Address 1
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The address of the broker location.
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Address 2
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The address of the broker location.
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City
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The city in which the broker is based.
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Province
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The state (in jurisdictions such as the United States that use states) or province (in jurisdictions such as Canada that use provinces) where the broker is located, for example, CA for California, or ON for Ontario.
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Post Code
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The ZIP code (in the United States) or the postal code (in other jurisdictions) of the location of the broker.
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Miscellaneous
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Company Overview
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Overview of the broker.
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Company Historic and Future Growth
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The description of the broker history and future growth.
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Territory/Regional Structure
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The description of the broker territory and regional structure.
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