Supplements

677. Management control – Pending supplements

ebroker allows you to keep track of the policies whose supplements have not yet been received by the brokerage. To do this, go to Administration > Management Control > Pending Supplements. Here, a list of policies with supplements pending receipt will be displayed. By double clicking on each record, you will be directed directly to the Policy Supplements tab. At the bottom of the module, there are different filters to adjust your search, being able to indicate the company, managing branch, managing user and age of the supplements. Also, in the upper right, you have the option to download the list of pending supplements in PDF or CSV by clicking on the Print list icon, and download a claim document in the Claim icon.

2023-09-15T08:07:16+02:00September 8, 2023|Tags: , , |

640. SIAPOL – Integration of policies for “SU” and “AN” movements

ebroker, allows you to integrate policies from AN (cancellations) and SU (supplements) movements. When, through SIAPOL, companies send supplements or cancellations of policies that are not yet in your database, the ebroker will register the policy together with these movements. In the case of integrating policies from AN movements, there are two options: Register the policy with its cancellation. To do this, it is necessary to access the Parameters of each company in Operations with policies and check the option Integrate non-existent policy with cancellation movement. Not integrating the policy with its cancellation. If the option Integrate non-existent policy with cancellation movement is left unchecked, the process will be the same as always: it will return the incident No policy identified.

2022-11-11T14:33:43+01:00November 11, 2022|Tags: , , |
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