Since February 29, 2008, every Friday, we are excited to help our community of insurance brokers and their entire staff through the “Did you know…” newsletter.
From the User Service Area, this newsletter is prepared and sent to all ebroker users, which aims to help brokerages better understand the outstanding functionalities for greater use of ebroker and thus achieve more efficiency in their work. from day to day.
The “Did you know…” newsletter is an informative, single-thematic document on a weekly basis that the entire user community receives via email.
If you still do not receive it, send an email to support@ebroker.es indicating the name of your brokerage and the email address to which you want it to arrive.
733. Policy operations – Integrate policyholder with default data
ebroker allows you to automatically register clients when you process a policy and the policyholder does not appear as a client in your database.
732. SIAPOL – Search for policy movements
ebroker allows you to search for transactions by policy number to locate the transaction in which a specific policy was sent.
731. Management control – Pending claims
ebroker allows you to keep track of payments pending collection by your claims companies.
730. Receipts – Deactivate commissions to commercial entities
ebroker, allows you to deactivate the transfer of commissions to commercial entities in a receipt.
729. Receipts – Duplicate receipts
ebroker allows you to create new receipts based on the data of another receipt that is already registered in your database.
