Print      Open PDF Version of Online Help

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.