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.
765. Management control – Clients without policies and without policies in force
ebroker allows you to check on clients who do not have current policies, or who do not have any policies registered.
764. Duplicate policies and receipts
ebroker allows you to duplicate policies and receipts that are already registered in your ERP.
763. Assigning credits to system users and processes
ebroker allows you to assign credits to each of the users registered in your ERP, as well as to the system's processes.
762. Last days for the presentation of DEC 2024!
We remind you that next week the deadline for submitting the Statistical-Accounting Documentation (DEC) 2024 ends, specifically on April 30.
761. Exclusion of commercial entities and branches from the DEC
ebroker allows you to exclude your collaborators' and branches' data from the Statistical-Accounting Documentation (DEC).
