Agent/Broker field
The Agent/Broker field records the name of the person or company providing the brokerage for the insurance cover.
How this field works
The Agent/Broker field connects to the Person file.
Field details
Field type
Internal field name
BROKER
Location
Insurance window > Policy, Cover tab
Searching on this field
Select Agent/Broker in Advanced Search or use a Select Statement.
Reporting on this field
Select Agent/Broker in Reporting.
You can sort on this field.