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.
747. Scheduled Communications (Alarms) and Generated Communications (Notifications) – Attach PDF
ebroker allows you to add the PDF of the receipt as an attached document in automated receipt emails.
746. Scheduled Communications (Alarms) and Generated Communications (Notifications) – Sending grouped emails to clients
ebroker allows you to send a single email to a client with all the policies, receipts or claims that meet the specified conditions.
745. Did you know… wishes you a happy holiday!
From the Did you know... team, we wish you a happy holiday season and a prosperous new year!
744. Search patterns
ebroker allows you to perform dynamic searches using different search patterns.
743. Interactions > GDPR – GDPR Submission Search
ebroker allows you to consult the GDPR signature shipments made to each of your clients.
