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Insurance > Broker Profile > Working with the Broker Profiles Homepage

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Working with the Broker Profiles Homepage

The Broker Profile Homepage is the starting point for managing broker profiles.

NOTE: Your company administrator can customize the layout of your Broker Profile Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page and remove sections from the page.

Creating a Broker Profile

You can create a broker profile by clicking the New button in the Recently Modified Broker Profile section. For more information, see Creating Records and Broker Profile Fields.

Working with Broker Profiles Lists

The Broker Profiles Lists section shows a number of lists. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public. You and your managers can create additional lists that are based on different criteria.

The following table describes the standard lists for broker profiles.

Broker Profile List

Description

All Broker Profiles

Displays all records to which you have visibility, regardless of who owns the list. It does not filter broker profiles.

Recently Modified Broker Profiles

Filters all broker profiles, sorted by the modified date.

All National Broker Profiles

Filters all broker profiles where Sub Channel is set to National.

My Broker Profiles

Filters broker profiles with your name in the Owner field.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only, therefore you cannot edit or delete them.

Viewing My Recently Modified Broker Profiles Section

The My Recently Modified Broker Profiles section shows the broker profile requests that you own and were recently modified. To expand the list, click Show Full List.

Adding Sections to Your Broker Profiles Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Broker Profiles Homepage:

  • Broker Profiles Lists
  • My Recently Modified Broker Profiles
  • My Broker Profiles
  • All National Broker Profiles.

To add sections to the Broker Profiles Homepage

  1. On the Broker Profiles Homepage, click Edit Layout.
  2. On the Broker Profiles Homepage Layout page, click the arrows to add or remove sections and to organize the sections on the page. Then click Save.
Published 6/21/2021 Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices.