No. 732. September 27, 2024

ebroker: SIAPOL – Search for policy movements

ebroker, it allows you Perform transaction searches by policy number to locate which transaction a specific policy was sent in.

En Administration > Services with insurers > SIAPOL, you have the option Search to consult In which transaction are the movements related to a specific policy?. Once located in the window Search, in the drop-down menu of the homonymous section, you must choose the option Number of policy. In this way, the section Policy No. located at the bottom of the window will be enabled.

En Policy No., enter the full policy number, or the partial number marked with asterisks. Accept, ebroker will locate all transactions in which there are movements related to said policy, or it will return a message indicating that the search has not returned any results. If the search returns any results, you can directly access the transaction in which the selected movement is found by clicking on View transaction.

 You just have to go to ...

Administration > Services with insurance companies > Operations with policies > SIAPOL > Search

 

 

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