Did you know…2021-09-10T13:26:32+02:00

From the 29 of February of 2008, every Friday, we are excited to help the insurance broker and his staff.

Our Documentation, Training and Quality team prepares and sends all ebroker users an informative bulletin that under the title "Did you know ...", is intended to help brokerages to better understand the outstanding features for a better use of ebroker and thus achieve more efficiency in day-to-day work.

The "Did you know ..." newsletter is an informative and monothematic document with weekly periodicity that we send out every Friday by 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 in which you wish to receive it.

You can download in PDF format all the bulletins published to date.


592-Birthday card.

ebroker allows you to send, in an automated way, a congratulatory communication to the client for his birthday. To do this, you must use the following data filters within the search catalog: Date of birth = @ MDM @ (That the date of birth has the same day and month as today without taking into account the year) Date of withdrawal = NULL (In this way we ensure that the client is not unsubscribed)


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.


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


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”.


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.

Check the Wise Men who predate 2013
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