No. 662. May 5, 2023
ebroker: Operations with policies – Cancel client without policies in force when canceling policy
ebroker, it allows you automate the cancellation of clients when SIAPOL cancels the only policy they have in force.
This configuration is done company level en Control panel > Policy operations > Parameters. In the window Parameterization of companies you will find the option Cancel client without policies in force when canceling policies. By checking this box, a drop-down menu will be enabled to choose the reason for termination that ebroker will indicate when canceling the client. After saving this setting, Every time you receive the cancellation of the only policy in force that a client has, this client will be automatically canceled with the previously indicated reason for cancellation..
You just have to go to ...
Tools > Control panel > Operations with policies > Parameters > Cancel customer without policies in force when canceling policy