No. 733. October 4, 2024
ebroker: Operations with policies – Integrate policyholder with default data
ebroker, it allows you Automatically register clients when you process a policy and the policyholder does not appear as a client in your database.
En Control panel > Connectivity > Policy operations > Parameters, you will find the option Integrate taker with default data. By checking this box, when you receive through SIAPOL a policy whose policyholder is not registered in your system, ebroker will automatically register the client, along with your policy.
Remember! This parameter is configured company level, so it is necessary that it be checked in each of the companies you work with if you want it to apply generally.
You just have to go to ...
Dashboard > Policy Operations > Parameters
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