Broker Profile Record Type

The Broker Profile record type allows insurance professionals to capture demographic information about the broker such as broker name, address, phone numbers, fax number, Web site, description of business, and so on.

The following table shows the fields values that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Broker Profile Record Type Fields

Field Name	Action
Sub Channel	Add picklist values: Globals Locals Nationals Regionals Wholesalers
Segmentation	Add picklist values: Commercial Growth Retail
Broker Profile Year	Add picklist values: 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

Field Name

Action

Sub Channel

Add picklist values:

Globals
Locals
Nationals
Regionals
Wholesalers

Segmentation

Add picklist values:

Commercial
Growth
Retail

Broker Profile Year

Add picklist values:

2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020