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## Managing Insurance To manage insurance, perform the following processes: Process of Performing Channel Planning Process of Producing Claims First Notice of Loss Process of Recruiting and Establishing Agent-Broker Relationships Process of Managing Agent-Broker Relationships Process of Planning Sales and Budgeting Process of Converting Insurance Leads to Clients with the Producer Success Model Process of Managing Service Requests Note: Some of these processes are performed in Oracle CRM On Demand, while others are performed outside of Oracle CRM On Demand.

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