591-Replace receipt.

ebroker, allows you to register a receipt from the cancellation of another that is already registered in the system; This process can be carried out with the option "Replace receipt" in the registration menu of the receipt module. The system performs the cancellation operation of the replaced receipt and the registration of the new receipt in the same process.

2021-09-17T14:20:40+02:0017 September 2021|Tags: |

590-Request Tracking

ebroker, allows you to generate a task to control pending requests. The task is assigned to one or more specific users of the brokerage and the number of days from which the alarm is activated is established. In this case, we will create a task to control pending requests that are 15 days old. Title: Follow-up requests. Description: Generation of tasks to users corresponding to 15 days with requests that are still pending. Scope: Policies. Data filter: Request = Yes, Registration date = @ H15D @ (The registration date was 15 days ago), F. Cancellation = null (In this way we ensure that canceled policies do not intervene. Type of task: Internal. Type = Task Priority: Ordinary Associated template: Template of a task assigned to a specific user and Warning = Yes. Frequency: Daily Recipient: the user who created the template and the recipient users indicated therein

2021-09-10T18:36:59+02:0010 September 2021|Tags: , , |

589-Audit certificate

ebroker, allows you to generate an Audit Certification of the business that a client maintains with the brokerage. The Certificate includes the receipts for policies contracted with the intervention of the mediator and the claims included in the date range selected to apply to the report. The receipts to include in the report can be filtered by "effective date" (Default option) or by "issue date" (Checking "Apply condition of dates on receipt issue date"). The report includes, By default, the claims of the period that have some payment, if we want to also include those that do not have any payment, we must mark the check “Apply condition of dates on the date of occurrence of the claim”.

2021-09-03T14:48:48+02:003 September 2021|

588 New fields in Candidates module.

ebroker, allows you to manage the means of collection, the managing user, the bank or the branches of competence of a candidate. For this, the following fields have been added to the Candidates module: Collection, Managing user, Banks, Branches of competence.

2021-07-30T14:04:47+02:0030 July 2021|

587 Model contracts.

ebroker, has a section that contains the models of the different contractual documents that will be used in the system for legal formalization with clients or commercial entities. In addition to the predefined ones, you can register other models, for this, you have the option "New" that enables the edition of the form in which you must supply the identifying data of the new model and then edit and make the template Corresponding word.

2021-07-23T17:38:44+02:0023 July 2021|Tags: |
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