Insurance Brokerage Data Model

Entities and relationships that help streamline operations and deliver personalized experiences for Insurance Brokerage.

Data model diagram for Insurance Brokerage

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Entities/Objects Included

Account, Attribute Definition, Attribute Picklist Value, Attribute Value Store, Broker Of Record, Commission Statement, Commission Statement Line Item, Coverage, Geo State, Group Class, Insurance Benefit Eligibility Definition, Insurance Contribution Plan, Insurance Contribution Plan Line Item, Insurance Policy, Insurance Policy Coverage Benefit, Insurance Policy Coverage Benefit Attribute, Insurance Policy Coverage Network, Insurance Policy Team Member, Insurance Rate Plan, Insurance Rate Plan Commission, Insurance Rate Plan Line Item, Line Item, Opportunity, Parent, Producer, Producer Commission, Producer Relationship, Producer Split Arrangement, Producer Split Assignment, Producer Split Role Assignment, Product, Product Component Group, User

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How Do I Read These Diagrams?

See Salesforce Data Model Notation.