The insurance management program presented online the email integration with Office 365 that allows you to send, receive, associate and manage Outlook emails from ebroker.
Insurance brokers users of the ebroker insurance management program now have a new functionality Mail integration with Outlook Microsoft Office 365, which allows the management of emails in an integrated way with ebroker, improving the day-to-day efficiency of the brokerage.
The technological insurance management program has presented this new tool online this Monday, April 20, through a webinar directed by Higinio Iglesias, CEO of ebroker and Nuria Alfaro, responsible for the Commercial, Marketing and Communication Area, to whom they have followed by more than 700 users of the platform who connected to see first-hand the benefits of having this functionality in their brokerage.
ebroker has made a selection of relevant aspects of Outlook to integrate into the operations of insurance brokers such as the possibility of sending and receiving emails in a fully integrated way with the platform in the same work environment, without the need to open other applications and allowing shared management of emails.
Another of the most notable features is the association of mail to broker operations, through which you can associate emails to business elements such as Customers, Companies, Policies, Receipts and Claims, among others, allowing automatic organization of emails and full traceability of those sent and received by the brokerage staff.
The emails can also be integrated as part of the document management, being saved in the folder of the element or module to which it has been associated. In addition, the associated emails are synchronized with Outlook and classified into folders in the application's inbox.
Higinio Iglesias, CEO of ebroker highlights, “Having the two areas most used by brokers, such as computing and office automation in the same work environment, is a very important step in the integration of tools that help the insurance broker to make their work more efficient and that will contribute to increasing their productivity ”.
On the reason why they have chosen Microsoft Office 365 as the office suite to integrate into ebroker, he said: "Office 365 offers many capabilities in addition to those already known that can be very useful from the point of view of integration", in addition "200 million users worldwide are hardly wrong."
ebroker adds this functionality to the platform's 360 Services catalog, with which it seeks to provide the business operations of its users with the best and most widely used tools such as Microsoft Office 365 email.
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