Alarms

ebroker allows you to monitor the external insurance maturities of your candidates and/or clients on a daily basis by sending an internal communication in the form of an email. This monitoring is done by creating an alarm in the Interactions module. The means of communication must be email and ordinary priority. Select the corresponding template and set it to repeat daily. In the Notify section, choose the Configured option, after which you can specify the email account you want to receive the notifications, and you can even copy more accounts. In the Module section, select Candidates, or Clients, depending on the type of client you want to follow up on. To keep track of both, it would be necessary to create two alarms. In the search catalog, you must use the following filter: Expiration. (in the Profile tab): @DD60D@, that is, Within 60 Days. The number of days can be whatever you want.