No. 677. September 8, 2023
ebroker: Management control – Pending supplements
ebroker, allows you to maintain a control of policies whose supplements have not yet been received by the brokerage.
To do this, access Administration > Management control > Pending supplements. Here, a list of policies with supplements pending receipt will be displayed. By double clicking on each record, you will be directed directly to the registration tab. Supplements of the policy.
At the bottom of the module, there are different filters to adjust your search, and you can indicate the company, managing branch, manager user y age of supplements.
Also, at the top right, you have the option to download the list of pending supplements in PDF or CSV by clicking on the icon print list, and download a claim document on the icon Complain.
You just have to go to ...
Administration > Management control > Policies > Pending supplements
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